Claire Menni APFS CFP
Chartered Financial Planner
Claire has been in the Financial Planning world since 2006 and is highly qualified as she is both a Chartered Financial Planner and a Certified Financial Planner . Her passion is helping her clients live the lives they want without financial stress and worries. Having spent 6 years working in a London media accountancy firm, her understanding of the music and media industry teamed with her communication style has led to a specialism of advising individuals and business owners in this field.
Her approach also particularly suits clients who are going / have gone through divorce and bereavement and working in unison with their other professional advisers; solicitors, accountants etc.
She also has extensive experience in trust and estate planning, holding the STEP qualification for Financial Advisers.
Claire’s other passions include enjoying various cuisines, both visiting restaurants and then trying to recreate her favourite dishes at home and to counteract the culinary delights she likes to enjoy the Surrey countryside either on two feet or two wheels (when family life allows).
Qualifications
Chartered Financial Planner
Advanced Diploma in Financial Planning
CERTIFIED FINANCIAL PLANNER of the Chartered Institute of Securities and Investment
STEP Certificate for Financial Services - Trust & Estate Planning
