Claire Adams

MWM ltd

Having worked in financial services for other 21 years across various large corporates I decided in 2017 that I wanted to have a more personal touch with clients and went out as a self-employed financial adviser.
I have a wide range of knowledge and skills which enables me to not only work with individuals for their personal advice needs but also provide small and medium-sized enterprises (SMEs) tailored advice via professional networks covering accountants and solicitors. I work with a portfolio of long-standing clients encompassing individuals, business owners, mid-career workers and soon-to-be retirees, all wanting to maximise their standard of living.
I am experienced in all core areas of advice including pensions and investments with additional specialisms in commercial property-based self-invested personal pensions (SIPPS), wealth and inheritance tax planning.
Throughout my years in financial services, I have developed a network of specially selected experts that I can call on to support my clients with any extremely niche advice they may require.
If you would like to find out more about how I can work with you and your future plans please do not hesitate to get in touch.