Clare Laurie

I specialise in helping clients grow and preserve their wealth for long-term financial security. Many of my clients have busy professional and/or family lives, leading them to seek professional financial advice.

In other cases, initial contact is a result of a change in circumstances, for example, starting a family, starting or exiting a business, approaching retirement, divorce, bereavement, or a significant inheritance. In every situation, I’ll take time to listen and understand your unique set of concerns and aspirations. I encourage my clients to think about this not just for their finances, but in their personal, professional and family lives too. This allows me to produce bespoke financial plans designed with an aim to achieving what matters to you most.

Through regular face-to-face reviews, we adapt to your financial requirements as they evolve over time - changes in your circumstances, legislation or simply the effects of inflation may impact on value and your needs. To ensure clients always receive the best advice, I consult with specialist colleagues within the St. James's Place Partnership and am also happy to work alongside your other professional advisers, such as accountants and solicitors.

Professional excellence and personal integrity are central to my Practice. My goal is for clients to gain clarity on their situation, confidence in the path ahead and peace of mind that their financial interests are being taken care of on an ongoing basis. Many clients are introduced by existing clients who recognise that their friends, family or colleagues can benefit from such an approach, and I warmly welcome such referrals.

Whatever your needs, I look forward to discussing them with you.