0330 038 8942
Based in Hinckley
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Clare and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Clare and/or the firm they work for (or are appointed representatives of) are currently pending
18
Recent Client Reviews
Clare has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Clare has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Clare has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Clare has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Clare has not yet added their fees to their profile
Fees not yet added
Clare has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Clare (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Clare
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Clare (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Clare and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Clare and/or the firm they work for (or are appointed representatives of) are currently pending
18
Recent Client Reviews
Clare has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Clare has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Clare has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Clare has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Clare has not yet added their fees to their profile
Fees not yet added
Clare has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Clare (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Clare
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Clare (based on 3 first impressions)
I am a fully qualified financial adviser with over 25 years of experience, having worked with major firms including Nationwide Building Society, Edward Jones, and Towry Law. Specialising in Pensions and Retirement Planning, I offer comprehensive financial advice to individuals and businesses, helping them achieve their financial goals with confidence. Together with my husband Mark, we run our own advisory business in Burbage, supported by an exceptional admin team. We are registered individuals with True Potential Wealth Management, a partnership we chose after many years as Independent Financial Advisers due to the benefits they offer for our clients. True Potential’s award-winning investment solutions and cutting-edge technology enable us to provide outstanding support to our clients on their financial planning journeys. In addition to advising clients, I’m passionate about financial education. I regularly deliver talks at local high schools, partnering with The Open University and True Potential, to inspire the next generation to take control of their financial futures.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Clare's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.