Claire Connell Wealth Management Ltd
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, 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.
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We offer an excellent wealth management service which will help you achieve your goals
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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.
SJP Approved 03/10/2024
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.
