Claire LaRue
Helping to plan a secure financial future
Mapping out your goals is the first step to financial security
Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.
Claire LaRue, Independent Financial Adviser
Tavistock Private ClientClaire has been advising clients on financial matters since 2004. She is best known by her clients for her transparent, open working style. Claire cares deeply about the families, business owners, trustees and corporations she looks after. Her professional aim is to serve the clients who entrust her to advise them. Claire’s experience lends itself well to Tavistock’s ethos. Where the client is truly at the centre the relationship. She recognises the importance of working with other professionals in the delivery of service to clients and draws on the expertise of those experts regularly in order to move the client towards their goals.
Claire advises on the broadest possible range of investment and pension solutions and has experience across a breadth of work. If you ask her, she does not believe she has a particular expertise, but her colleagues would say it was ‘proper’ financial planning and use of cash flow analysis to help clients see ‘where they are today’ vs their goals for the future.
This is what she says about her role:
“For me the most important thing to know is the context of a client’s wealth. What is it for? Who matters to you? What are we trying to achieve with our wealth. Clients will tell you what is important to them. It’s that context that gives me my passion”
An Integrated Approach to Financial Services
Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.
Our Independent Financial Advice process:
Create
ISAs, Junior ISAs, other general investments to suit your needs
Build
Mortgages, buy-to-let, other borrowing, cash management
Protect
Income protection, life insurance, critical illness, later-in-life
Enjoy
Pensions, trusts, equity release, wills, inheritance & estate planning.
First consultation at my cost
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