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

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 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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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Testimonials

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Claire is passionate about protecting and helping elderly and vulnerable people. My parents were overwhelmed by their investments and Claire spent hours sorting them all out and putting them into order. When I took over as Power of Attorney, Claire spent time patiently going through the history of t...
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Insights and E-Briefing Service

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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.

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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.