Clare Romanos
Clare Romanos
BSc (Hons) DipPFS, APFS
I focus on maintaining a long-term trusted relationship with all of my clients, showing distinct quality and integrity, which in turn will give you peace of mind.
My clients generally prefer the convenience of meetings at their home or place of work removing the need for them to travel.
About
I began my career working with Barclays in 1999; during the 12 years of my employment I rose to become a highly respected consultant.
As a result of my success, I was invited to become a Partner of the prestigious St. James's Place. I decided that this would be an ideal opportunity to offer my clients a more personal and specialised service.
I provide individual tailored financial plans to help clients achieve their goals and objectives. I manage portfolios from the initial consultation and provide regular reviews. Working in this way I have built long-term relationships with clients as their trusted provider of financial advice.
My experience is also complemented professionally by having completed a BSc (Hons) plus I am a Chartered Financial Planner. You can feel confident that the advice you receive is up-to-date as I undertake continuous professional training and assessment.
As a result of my success, I was invited to become a Partner of the prestigious St. James's Place. I decided that this would be an ideal opportunity to offer my clients a more personal and specialised service.
I provide individual tailored financial plans to help clients achieve their goals and objectives. I manage portfolios from the initial consultation and provide regular reviews. Working in this way I have built long-term relationships with clients as their trusted provider of financial advice.
My experience is also complemented professionally by having completed a BSc (Hons) plus I am a Chartered Financial Planner. You can feel confident that the advice you receive is up-to-date as I undertake continuous professional training and assessment.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Addresses
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