Claire Heritage - Dip PFS

Claire Heritage has worked in the financial services industry since 1985. Claire holds the Financial Planning Certificate and the Advanced Financial Planning Certificate. Claire's experience provides clients with an adviser who cov­ers comprehensive advice across the whole spectrum of financial planning, at the highest level. Claire works together with other professional advisers to provide the complete solution for clients. Her specialities are Retirement Planning, Personal Investment, and Inheritance Tax Mitigation.

Claire is married with two sons, she enjoys entertaining with her family and friends, walking her dog, travelling as much as possible, and in the winter enjoys a week's skiing.   More recently she has returned to her childhood sport of swimming and earlier this year entered The Great Pier Swim off the shores of Southend completing the 3k in 50 minutes.