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Claire Hyde

Financial Planner DipFA, CeMAP®, CeRER®, PETR, CertLTCP in Hampshire

A little bit about Claire

I’m a diploma qualified financial planner based in Hampshire. What I enjoy most about the job I do is simply the variety of people I have the privilege in helping to manage their finances effectively for their future. I am a real ‘people person’ and feel honoured to deal with such a wide variety of clients, from all of walks of life and industries. I take pride in making complex topics - such as personal taxation, investment, and retirement planning - clear, relevant and easy to understand.

Find out more about me below.

Start the conversation

For advice on starting the new tax year or reaching your long-term financial goals, get in touch.
Contact me today

An adviser’s insight

Could you be more financially savvy this tax year?

Graphic of people planning their investments

March, and spring more generally, is often a time for fresh starts. And now your tax allowances are getting one too. The new tax year begins on 6 April, giving you time to plan how you’ll use all those new allowances to your advantage.

Take your ISA allowance. It can be tempting to leave it until the last minute to use it up. But, if you’re able to pay into it at the beginning of the year, you’re potentially getting a whole extra 12 months of time for your savings to grow.

A review right at the start of the tax year, or just before it, can also help us spot if there are any tax incentives you could use throughout the year.

You might be surprised just how many people don’t do this - and miss out on money that’s rightfully theirs. These tax incentives can be things like increasing your pension contributions or charitable giving to help offset your income tax.

I can also draw up a cashflow model to bring this to life. The model allows us to explore and compare different strategies and scenarios, so you can see the difference it will make to your long-term finances and goals.

If you want to find out more about the savvy financial strategies I could help you with this tax year, feel free to get in touch.

Tax treatment varies according to individual circumstances and is subject to change.

Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.

Tax Planning is not regulated by the Financial Conduct Authority.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. November 2025.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

Certificate in Mortgage Advice and Practice - Level 3

  • CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.

Certificate in Regulated Equity Release

  • Develops specialist knowledge to understand different customer needs and to be able to advise on the different types of equity release products and the risks and benefits associated with taking out a scheme.

Level 6 Pension Transfers

  • This module provides expertise on pension transfers and builds practical skills so that advisers can excel when making recommendations.

Certificate in Long-Term Care & Later Life Planning

  • CertLTCP is a specialised qualification covering the UK long-term care planning environment, including the responsibilities of the NHS and local authorities, long term care insurance and the financial assistance options available.

More about me

I have worked within the finance industry for over 18 years, during which time I have worked in a variety of operational, business development and technical roles.

I qualified as a financial adviser in 2018 and have most recently been providing corporate retirement advice to members of large household name companies with their own final salary pension schemes. At the beginning of 2025, I returned to Quilter, after an absence of 7 years, during which time I worked as a paraplanner and financial adviser for other local firms in Hampshire.

Outside of work, I am a busy mum to two sons. I love spending time in the great outdoors and enjoy live music, comedy and travel as often as I can, as well as doing a spot of running and yoga.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.