Job Title: Client Support
What I do: Admin helps to drive annual reviews, application processes and paperwork, the chasing of providers, as well as ensuring that clients receive regular updates and getting meeting notes ready for advisers.
Brief Background: I graduated from Leeds University with a degree in History, taking a year to do some travelling, before joining Clarus as an administrator.
Favourite part of my Job: Is being involved at every stage of the client support process, from the first phone call or meeting to regular reviews.
Outside Work: Walking my dog, and spending time with family and friends
Favourite Movie: Arrival
Favourite Place: Bolton Abbey, Yorkshire
Secret Skill: I’ve rowed at Henley Women’s Regatta
Knowing what your money is doing and how it’s helping you achieve your goals will give you an overall feeling of confidence and control over your finances. We like to keep the process as simple as possible, creating a clear, confident plan in 3 steps
We listen to you, we ask lots of probing questions so we can get a true understanding of what your concerns are, what your goals are and where you would like to get to. It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we are here to simplify it and to help.
Now we know you and your goals, we create a comprehensive financial roadmap for your future. We will consider how all your plans and investments overlap and interact with one another in order to formulate the most effective and efficient strategy for you. This can be concisely summarised by the phrase “the whole is more than the sum of its’ parts.
Life never stands still for long. The best financial plans are designed to enable you to put alternative scenarios in place so that your long-term strategy can be altered and fixed. So, while it doesn’t mean that your overall goal has to change – it might just mean altering the road that ultimately gets you there.
We’re here for the whole journey
We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals. We’re here for the whole journey. All good relationships require continual feedback and input. Once we have learned about you and your needs, developed and implemented a financial plan, we are not done, and in many ways our work has just begun.
Regularly reviewing and adapting your financial plan is always recommended, no matter what’s happening, because it helps you to stay on track. We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals.