Claire Waugh
Financial Planner
Claire has extensive experience in the financial services sector, having spent 26 years working in both branch banking and as a mortgage and protection adviser.
Claire particularly enjoys meeting people, listening to their financial objectives and designing bespoke solutions. Her aim is to communicate clearly with clients by removing jargon and helping them navigate financial services in an easy-to-understand manner.
Claire outside of work
Away from the office, Claire enjoys spending time with her family and friends, walking her cocker spaniels, listening to and playing music and shopping.
Likes
- Playing piano
- Reading
- Watching musicals
- Going on holiday
Dislikes
- Seafood
- Bad manners
- Queue jumpers
- Jazz music
What our clients say
My husband and I were fortunate enough to accumulate a moderate sum of money and were unsure on how to best invest it. Having taken sound advice from Ewan on another financial matter a number of years prior to this, we decided to seek his advice. Following an initial discussion we were confident that Ewan was the right person to guide us.
He took time to patiently listen to our objectives, taking into account our individual priorities and helping us to work out how to best meet our goals. He explained things clearly, ensuring that we fully understood each stage of the process. With the help of Ewan’s expertise we are very happy with our investments, and our regular reviews ensure we that are always fully informed and confident in our decisions.
I initially contacted Ewan to ensure that my personal funds were being invested in a way that matched my medium to long term requirements. It was important that this was done in the most tax efficient way possible for my wife and myself.
As I subsequently approached retirement age Ewan listened to my ambitions, considered all the options, and clearly set out the various courses of action available to me in order to meet my goals.
This has given me considerable comfort, enhanced by our regular meetings which ensure that the funds continue to be invested in a way that matches my risk appetite.
I have worked with Ewan over many years, exploring the best growth opportunities for my savings and ultimately planning for my future retirement.
I have always felt that my requirements have been listened to, and any communication I have received from Ewan has been clear and easily understood.
Peace of mind is important to me, so I feel reassured knowing that my investments are with an experienced adviser and trusted company, with the benefit of annual face-to-face meetings.
