Position: Office Manager/Director
Tel: 01423 544700
Clare started her career in Financial Services in 1996 with Skipton Building Society. She has been with RMB since November 2001 working as an Administrator before qualifying as an Adviser in 2003.
Clare has a lot of experience in dealing with Clients and her current role as Office Manager means that she ensures the smooth running of the Office. She has maintained her Advisory qualifications and works alongside our Advisers in her additional role as a Paraplanner where she will prepare research and reports.
Clare is committed member of the team but also enjoys family life, dog walking, travel and if she can find a quiet moment, reading.
Areas of Expertise
- Client Management
- Time and Project Management
- Retirement Planning
- Investment Planning
- Budgeting and Accounting
- Maintenance of Professional Standards