Clare joined JM Finn as a Wealth Planner in December 2019, joining from Cazenove Capital, where she had spent five years. Clare’s career in Wealth Planning began in 2006, and in this time, she has developed expertise in estate planning, wealth structuring, and also retirement planning.
She is a Chartered Financial Planner, holding the Advanced Diploma in Financial Planning, (APFS), as well as being an alumnus of the University of Birmingham, holding a BA Hons degree in Medieval & Modern History.
Outside of work, Clare is a keen amateur photographer and attends night classes where she is working towards the Pearson Level III Photography Award.
She loves to travel and spend time outdoors, for both exercise and exploring purposes, (more often than not, with camera in hand). Although originally from the North West of England, she and her husband have made Richmond their home, an area which provides endless potential for her to indulge her favourite past times.
Taking the time to manage your money better can really pay off. We explore what you should be considering in the later stages of life.
With sensible planning it is possible to reduce the tax bill that you leave behind for your loved ones. Clare Julian looks at Inheritance Tax and suggests areas that investors should explore