Clare Wale

Financial Planning Administrator

T: 01420 83517

Clare joins our administration team as financial planning administrator, helping to ensure the efficient processing of business, effective management of day-to-day tasks and assisting our advisers in research and preparation of reports.

Clare has worked in the financial services sector for the last 20 years, firstly as a PA/Co-ordinator for a large assurance provider and then, for the last 10 years, as an Account Administrator for Custodian Wealth Management.