Clare is passionate about providing good quality advice for Mortgages, Protection and Equity Release. She has worked in the financial services industry since 2006, during this time she has worked hard to gain industry experience. Her first position was at another financial firm, where she supported a number of advisers across all areas of advice, and it is here she gained her qualifications across a wide spectrum of financial services.
During her early years in the industry, Clare developed a preference to work in mortgages and took the initiative to complete the relevant examinations. She is focused on providing quality advice, to help anyone looking for a mortgage whether that be to buy their first home, a stepping stone, their forever home, or an investment property. At True Bearing, she can now offer a comprehensive range of mortgages and are independent for protection when recommending clients the best financial solution to suit their current needs.
Clare was attracted to True Bearing due to their customer focus philosophy, and ethics in all areas of the business. Clare believes this is a perfect match with her own emphasis on providing the best possible advice, and ensuring the customer is the focus of this.
Clare lives in Broughton with her husband and two young children. In her spare time, Clare loves to take country walks with her family and their dog, running and travelling.
For Advice On:
CeMAP – Certificate in Mortgage and Protection
CeRER – Certificate in Regulated Equiry Release
CF1 – UK Financial Services Regulation and Ethics
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
R01 – Regulation and Ethics
R02 – Investment Principles
R04 – Pension and Retirement Planning
R06 – Financial Planning Practice