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Claire Watson

Financial Planning Consultant DipPFS in Banwell

A little bit about Claire

Financial planning is a vital part of life - whether you are saving for short, medium or long-term goals such as retirement, or looking to protect your wealth and loved ones now and in the future. With over 30 years’ experience in financial services, I help clients identify and prioritise what matters most to them. I create clear, easy-to-understand financial plans tailored to individual goals and continue to work alongside my clients over the long term.  

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today

An adviser’s insight

Graphic of a man relaxing on the beach next to a pile of coins

Spend wisely and save smartly

June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.

While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.

It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*

Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.

Click on the contact me today button at the top of my profile to discuss how I can help you.

*Source: HMRC 

Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

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.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Qualifications

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

Award in Long Term Care Insurance

  • Develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

More about me

I am extremely passionate about my role and take time to build strong, long-term relationships with my clients. I help them not only to identify their goals and objectives, but crucially, to understand how these goals can realistically be achieved. I am motivated by a belief that financial planning should be accessible to everyone. I work with individuals, families and business owners, providing holistic financial advice tailored to whatever stage of their financial journey they are on.

My aim is to give clients peace of mind and the confidence to move forward, knowing they have a clear plan in place to help them achieve their goals.

Outside of work, I am married with two adult children. I enjoy lovely long walks, always followed by coffee and cake, and enjoy keeping fit with Peloton.

Testimonials

Alastair F
Claire has good interpersonal skills. She was able to look at my current financial situation and evaluate what were the best options to meet my needs. Claire was very knowledgeable and informative, she kept me constantly updated which was very reassuring
Jill C
Claire has been incredibly helpful. We had a face-to-face consultation where she explained her role very clearly, how she could help me and the advice she would be able to offer. This was all done in a very down-to-earth and understandable way. I knew immediately I had approached a financial adviser that I not only liked but someone I could trust with my finances.
Gill J
Claire has been excellent in approach with us to ensure we understood everything she was advising us of and why. She could do no better.
Michael N
We are very happy that our investments are being managed well, and that we have an adviser who is approachable and can be contacted whenever we need advice or information.
C Jones
Claire has been thorough in her assessment of our response to risk and has found investment funds that meet our needs. She monitors those funds closely and communicates her advice clearly. Claire's preparation for our meetings is meticulous.
Alex C
Claire invests greatly in building a personal relationship and that is very important to me. She has given me sound advice and takes time explaining all products and investments in great detail. She is very responsive to any queries and always respects my risk level. She is super efficient and professional and always a friendly face, I trust and respect her knowledge and she is also very good at proposing options. I feel my investments are in safe hands.

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Disclaimer

By accessing the free guide, you will be providing us with your contact details, which our adviser will use to communicate information about our products and services with you. You can find out more on how we use your personal data on our Privacy Notice. You can opt out at any time by visiting our preference centre.

Upon receipt of the free guide, our adviser will obtain your contact information and may reach out to you for further discussion.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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.