Claire Slater

Kent

Advisor image name
1. About

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.

Qualification: Diploma in Financial Planning

Sustainable: In-house training

  • Female Adviser

Financial Adviser

1 years of experience

  • Eventing, and spending time with my horse
  • Being outdoors
  • Dog walks
  • Lazy Sundays
  • Mushrooms
  • Wasps
  • Jargon