A Partner Practice of St. James's Place Wealth Management

Claire Connell Wealth Management Ltd

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Claire Connell

Every client is different and I believe it is essential to develop individual, bespoke financial plans with the ultimate goal of providing peace of mind through a holistic financial planning for every one that I deal with.

About

Based in Essex, Claire Connell Wealth Management Ltd provides advice to clients in London, Kent and throughout the South East of England. Claire is a Chartered Financial Planner and has worked within Financial Services for over twenty years and has the depth of knowledge and experience that you need to be confident that you are in safe hands.

As a Partner Practice of St. James's Place Wealth Management, Claire provides a wide range of wealth management services to both individuals and businesses. Claire’s philosophy focuses on building and maintaining long-term and trusted relationships with all of her clients. Every client is different and Claire believes it is essential to develop individual, bespoke financial plans which can evolve as needs/times change with the ultimate goal of providing peace of mind through holistic financial planning. Having worked within the industry for over twenty years I have a great deal of experience working with both corporate markets and individual investors.

In order to provide my clients and their families with the very best in terms of care and support I am also a fully accredited SOLLA member and offer bespoke advice on later life planning.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Claire Connell

8200 Cambridge Research Park, Beach Drive, Waterbeach, Cambridge, CB25 9TL

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Claire has the patience of a saint. Nothing is too much trouble for her. She always puts my interests first and spends time ensuring I fully understand advice and help she provides. She also is very supportive on a personal level and I know that no matter what I can call and ask her anytime. Her service is exceptional and I am happy to recommend her.
Name Supplied
We highly recommend Claire. Our finances were messy and we needed help to sort out and simplify things. Claire visited several times and was so kind and helpful. Nothing was too much trouble. We would not hesitate to recommend her. A thoroughly nice lady with tonnes of patience.
Name Supplied
Claire came to us highly recommended and over the last few years she has been a joy to work with. Claire has a way of making you feel very comfortable, nothing is too much trouble, we both know that she has our best interests at heart. The time, care and service she provides go above and beyond what is expected and what has been our experience in the past. We would not hesitate to recommend her to anyone.
Bill & Linda
Claire is always available to help and guide us. Over the years she has provided us with sound and trustworthy advice. The service and support has been exceptional and I would not hesitate to recommend her to anyone. Five stars all the way.
Janice & Barry
Claire has been my personal financial adviser for many years I over this time to find her honest , helpful and has never given me bad advice. Claire has always made herself available when needed I would not hesitate in recommending her to anyone.
Kathy
With my wife we have been very pleased to work with Claire since early 2014 when she took over providing us with financial advice. During this time Claire has supported us with accurate and reliable guidance as we have progressed from full-time working into retirement. My father is in his nineties and we also look after his financial affairs with Claire's help. Claire supports us with decisions on investments, pensions and succession planning and has always been available when most needed. Five stars from us.
Trevor & Liz
After a very daunting and surprising little windfall - Claire was recommended as the person to talk to, to help me look after my funds. I was clueless and worried about my next steps. I met Claire and she talked everything through with me and without any hesitation, knew what would be best. Claire has tremendous technical expertise and experience to manage my funds. Claire is straight talking and professional, but personable too and cares. That's a rare and invaluable find. I used to worry, but now I don't, because above all, I know I can trust Claire completely.
Kate
Claire has looked after us and helped us plan and grow our finances over several years. We consider her to be a great support and help. She always provides the best in service and care and we would not hesitate to recommend her to friends and family.
B&C Wood
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Claire shows patience and understanding at all times. She clearly understands my concerns, put my interests first and provides sound and trustworthy advice. The care, service and support from Claire has always been excellent, something I value greatly and I would not hesitate to recommend her to anyone.
S Bacon

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £87 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Claire Connell Wealth Management Ltd is registered in England and Wales, Number 07977424. Registered Office: 1007 London Road, Leigh on Sea,, Essex, SS9 3JY.
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Claire Connell
Claire Connell Wealth Management Ltd