Claire Heritage - Dip PFS

Claire Heritage has worked in the financial services industry since 1985. Claire holds the Diploma in Financial Planning. 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 and travelling as much as possible.


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