Claire Sweet
Financial Adviser and Money Coach
Kent
About me
I'm an award-winning Financial Adviser and Money Coach, featured in The Telegraph, Moneywise and Sheerluxe (and a regular guest on BBC Radio Kent, as an expert in my field). I've gone from being an employee with an empty bank account to building a successful 6-figure, with complete flexibility around my family and alpacas in the garden.
But more importantly - I can't stand jargon. My straight-talking approach is very real-world. Business and life are never linear or perfect (in my experience, anyway!).
We all have needs, goals, dreams and ambitions. As a financial adviser, I’ll help you meet your needs and reach your goals, by making your money work as hard as it can for you. I want you to feel in control of your finances, because this will give you peace of mind, security and protection. And I’ll use my knowledge and research to provide high-quality advice and products, at whatever stage of life you are, to assure your future wealth and wellbeing.
The FCA deem our offering as 'Restricted Advice' as we've chosen to not offer products from every single investment provider in the UK. However we work with a massive range of products from a very diverse selection of providers who have been thoroughly researched, vetted and tested to ensure they meet the high standards that our clients would expect, and we have the facility to go off panel for clients with a specific investment need.
My details
I like helping people on:
Pension transfers
Mortgages
Advice to business owners
Pensions – Getting started
My qualifications:
Diploma in Financial Planning
My charging model:
Fixed £ fee