Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
A specialist in Investment and Pension planning, with a key focus on building client relationships
Claire Gore has been providing valuable financial advice for many years and brings a high degree of professionalism and a wealth of experience to the industry.
Claire specialises in Investment and Pension Planning advice and believes that it is essential to build long term relationships with clients and prides herself on doing so.
Claire feels that working for a Senior Partner Practice of St. James’s Place Wealth Management, will be of great benefit to her clients offering a wide choice of Investment and Pension planning solutions with the backing and experience of this highly respected Wealth Management firm.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.