Clare Romanos provides Long term care advice and provides an ongoing service to some of our clients. We first met Clare when Michelle and Clare worked at Barclays
Claire says “ I began my career working with Barclays Financial Planning; during the 12 years of my employment I rose to become a highly respected Consultant.
I specialise in investment planning, Long term care and Inheritance Tax Planning.
My experience is also complemented professionally by having completed a BSc (Hons), the Certificate in Financial Planning, the Certificate in Mortgage Advice and Practice (CeMap) and the CII Level 4 Diploma in Financial Planning. I also hold the advanced qualifications in Advanced Tax and Trusts and I am Long Term Care CF8 qualified. You can also feel confident that the advice you receive is up-to-date as I undertake continuous professional training and assessment.
Mobile: 07703 596376
has looked after our clients mortgage needs for a number of years.
Mobile: 0775 113 9285
After an extensive and successful career in business and marketing with a global, blue-chip company, I was delighted to join St. James's Place Wealth Management in 2013 as an Associate Partner Practice. I am qualified with a Diploma in Regulated Financial Planning, adding to my Masters degree from Cambridge.
I provide financial advice across a very wide range of topics, and specialise in working with professional women, (with particular interest in supporting those going through divorce), business owners, and older clients looking for advice on inheritance tax planning and equity release*.
Mobile: 07801 045587