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

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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

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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

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

Client

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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

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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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I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

Jenny, January 2023

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