Meet Claire

Claire started working at Warwick Financial Solutions 20 years ago as a receptionist before taking her CII Level 3 Award in Financial Administration and moving into the role of Administration Assistant.

Claire’s work involves liaising with clients, dealing with account and fee queries and ensuring that clients’ records are kept updated.

How I like to spend my time outside work

Going to the gym and walking my husky.

The important stuff

Just as we encourage and support our clients to achieve their goals, so we provide encouragement and support for our team members to do the same. You can see the qualifications that Claire has obtained below.

Qualifications

Claire in the spotlight

What do you enjoy most about your job?

The people I work with make my job enjoyable.

Food heaven and food hell… What are they to you?

Food heaven = Chocolate
Food hell = All veg

Is there anything you’re embarrassingly bad at?

Cooking

What is one show you never, ever miss an episode of?

At the moment - The Undoing

Three things guaranteed to make your day better:

Exercise, eating chocolate and laughing.

What do you have absolutely no patience for?

Slow drivers

What three items would you take with you to a desert island?

Chocolate & Diet Coke.

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You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford

2020

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We have used Warwick Financial Solutions for many years, and have always been very happy, and felt secure, within the advice given.

Alison F, Pershore

August 2020

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Warwick Financial Services have managed and advised all aspects of my financial life for almost 15 years. Over the 15 years they have consistently given high quality advice in a clear and friendly way.

Simon

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Our personal circumstances are always taken into account in fine detail, and explanations are always clear, and given with great patience!

Alison F, Pershore

August 2020

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Gary has been incredibly helpful and reassuring throughout the entire process. We cannot fault the service we received. He was always just on the other end of the email or the phone.

Client

July 2020

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A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.

Client

October 2020

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I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.

Client

October 2020

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During the challenging times of Covid-19, the high standards I have come to expect did not falter and I was impressed, although not surprised, with how the company adapted so quickly and so well.

Client

October 2020

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Everything is clearly explained and nothing is too much trouble for this professional and friendly team.

Client

October 2020

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Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham

December 2016

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Gary has been incredibly helpful and reassuring throughout the entire process, and we cannot fault the service we received. He was always just on the other end of the email or the phone and always replies very promptly no matter how small/large the questions.

Natalie

July 2020

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I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes

July 2020

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Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020

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