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.
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
National Savings & Investments, (NS&I) has for long been a favourite of UK savers wishing to see some return on their cash savings.
The updating of Wills, (or for so many of us, the drafting of Wills for the first time…), is likely to be a key item on the agenda of many a New Years’ Resolution list.