An Associate Partner of St. James's Place Wealth Management

Clare Laurie

Clare Laurie

DipPFS, Cert CII (MP)
I focus on offering an expert service of distinct quality, integrity and excellence. I aim to ensure financial peace of mind for you and your family across the generations. Clients can be confident in the knowledge that their financial needs are being professionally managed and being taken care of on an ongoing basis, freeing up their time to focus on what and who is important to them.

About

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.

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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 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.