Claire Slater

Claire Slater

Financial Adviser

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Kent

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About me

I started my career at Perspective Financial Group Ltd in 2017, and prior to this I worked within the Equine industry. I work in both Maidstone and London for our Perspective (South East) Ltd and Perspective (Thornton Springer) Ltd offices. I achieved my Diploma in Regulated Financial Planning in 2019 and I am currently working towards Chartered status.

I work with a variety of clients, providing them with holistic financial advice, and help them to plan and achieve their specific financial goals. I provide advice in all areas, such as Pension and Retirement planning, Investments, Inheritance Tax and Estate Planning, Long Term Care, and Mortgage Advice.

My details

I like helping people on:

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Pensions – I’m getting started

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Pensions - I’m approaching retirement

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Pensions – I’m retired

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Tax

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee