Claire Balmer's History

Claire joined the Financial Services Industry in 1994 when she left school building valuable experience in all aspects of financial planning support duties. Claire joined our firm in December 2019 and covers many roles within the support and administration team.  As the Glasgow office main point of contact, Claire is responsible for the day to day running of the Glasgow Office, providing a wide range of support for our advisers across all our offices dealing with many products, companies and professional connections. This has led to a professional and steadfast approach to building up a good rapport with many of our long-standing clients.

Other Team Members

Michael Sweeney

CeMap

Steven Fraser

.

David Flavell

Dip PFS & CeMap

Christopher Doak

Dip PFS AwPETR