Claudia Button
Financial Planning Consultant DipPFS, Cert SMP & Cert CII (ER) in London
A little bit about Claudia
I have been a part of the Quilter network for over 8 years and enjoy building and maintaining long-term relationships with my clients and their families. I am focused on building a long-term commitment to my clients to help them reach their objectives.
I enjoy all aspects of family wealth planning, including helping clients create income tax efficiently, Inheritance tax planning, and inter-generational advice.
I am experienced in advising high-net-worth clients on their investments and wider financial planning objectives, including pension provision and more complex tax structuring.
I can also provide advice relating to mortgages, long-term care, and later life options for financial planning. I strive to provide my clients with long-term, quality advice in a way that is easy to understand, clear, and concise.
Outside of work, I enjoy travelling and experiencing different parts of Europe while enjoying good food and wine.
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
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
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.
Mortgage
First time buyers, remortgages, buy-to-let.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Certificate in Mortgage Advice
- The Certificate in Mortgage Advice (Level 3) meets the FCA standards for mortgage advisers. It develops an understanding of the sector and the mortgage process, and enables advisers to meet individual client needs.
Certificate in Mortgage Advice and Equity Release
- The Level 3 Certificate in Mortgage Advice and Equity Release meets the FCA standards for mortgage advisers and those advising on equity release schemes.
Certificate in Advanced Mortgage Advice
- The Certificate in Advanced Mortgage Advice surpasses the FCA’s qualification requirements, allowing mortgage advisers to enhance their advisory skills and cater to clients with more complex needs and situations.
Certificate in Equity Release
- The Certificate in Equity Release is a specialised and highly regarded qualification within the financial services industry. Designed to equip professionals with the knowledge and skills needed to provide expert guidance on equity release products, this certification programme plays a pivotal role in ensuring that individuals can make informed decisions about releasing equity from their homes.
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.
Location
Claudia's location
Wimbledon
London
United Kingdom
Claudia lives in Wimbledon Village and splits her time advising clients locally, as well as in the Senator House office in the City of London.
More about me
The majority of my career has been spent delivering face-to-face advice to my clients on how best to grow their wealth and put in place strategies for tax efficiency, ensuring my clients' dependents are protected and that every client feels confident they have a solid financial plan in place that meets their objectives and is constantly updated. I have developed expertise in Pension Planning, Investments, and Inheritance Tax Planning for high-net-worth clients who have complex and changing circumstances.
I live in Wimbledon Village and split my time advising clients locally, as well as in the Senator House office in the City of London.
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.