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Claire Rowell

I assist my clients and their families organise their finances helping them to achieve what is important to them in their lives. My areas of expertise include how best to pay for long term care fees as well as investment planning and retirement planning and inheritance tax mitigation solutions. My aim is to help grow, preserve and protect wealth.

About

After graduating in Business Studies from the University of East Anglia in 2000, I worked in the financial communications sector before joining St. James's Place in 2010.

I am fully qualified and I am committed to ensuring that my industry knowledge remains relevant and current. This ensures that am I able to offer a rounded, professional and principled service.

Fundamentally I see my approach as one of problem-solving for my clients rather than product-selling. As a result, my clients can expect to receive the most appropriate advice at all times.

My emphasis is on building and maintaining trusted, long-term relationships with my clients. Regular meetings are held at least annually to ensure there is continuity as financial circumstances evolve. Financial legislation is always on the move and there should be someone who can keep you abreast of these changes. You may be looking to put your accumulated wealth to work to obtain growth or income, or you may be looking to protect your wealth and place it into an environment which is tax efficient. There are plenty of solutions available to you, however, everyone’s situation is different and I feel time should be spent on getting to know your individual circumstances and aims before any advice is offered.

I feel passionate that my clients are in a position to make informed decisions when putting plans in place and I work closely with them to strive to meet their financial goals.

I live in Suffolk with my family and outside of my business pursuits, I enjoy gardening, cooking and have recently taken up cycling.

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

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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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 23/06/2022

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.