Claire Connell Wealth Management Limited

Chartered Financial Planner

0750 2224332

WIBN Groups

Biography

Claire Connell specialises in delivering face-to-face wealth management/financial planning advice to individuals, trustees and businesses. Over the past 20 years I have been involved with all aspects of wealth management and specialise in inheritance tax planning, retirement planning, long term care and investment planning. I am a Partner Practice of St. James’s Place Wealth Management based in Borehamwood. My services include: • Retirement planning • Onshore and offshore investment planning • Inheritance tax planning • Protection (life, critical illness, income protection)

For more information about my Practice, the range of services provided and St. James’s Place Wealth Management, please visit my website: www.sjpp.co.uk/claireconnell.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.