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Contact Clare

✉️clare@sanfp.co.uk

☎️02920 482477

About Clare

At Sanctuary

I provide support to the advisers so that they can do what they do best – spending quality time with their clients and behind the scenes ensuring that the client is at the heart of everything we do.

At Home

I am married and have a 3-year-old daughter who keeps me busy. I have a passion for music and play the piano. When I do get spare time I enjoy helping out at my family allotment and supporting my local football team.

Getting under the skin

Proudest moment

After focusing so long on my career goals, becoming a mother

Three words that would describe you

Adaptable-dependable-compassionate

Top three podcasts or books

The life-changing magic of tidying up – Marie Kondo

The Kite Runner – Khaled Hosseini

Don’t sweat the small stuff – Richard Carlson

What are the values that drive you? 

Trustworthiness – never delivering something that cannot be done, trust is the most important aspect of business and commitment to doing the right thing, every time.

Open-mindedness  – helps you learn and grow and strengthen your belief in yourself, throughout my career I have experienced a lot of change and helped to manage other people through those changes.

Inspirational quote

“Nothing is impossible – the word itself says I’m possible”

The Important Stuff

Qualifications

Leading the Business accreditation – Institute of leadership and management

21 years Experience in the Financial Industry through Banking and Financial Planning

Whilst Managing Co=operative bank achieved top branch in wales 3 times for customer feedback

What our clients say

Mr Jones, Bishops Stortford, client of Gareth’s since 2011

What were the circumstances that caused you to look for a Financial adviser?
Mixed up Pensions and looking for best advice on Investments I could trust.
How did they help you?
Across consolidating Pensions and Investment strategy. Potentially to also look at Asset management.
What is your current situation? Have you seen the outcome you were hoping for?
Yes so far these have met expectations.
What could they have done better?
Reminded me to do things when I forgot!

Mr & Mrs Moreham, Newport, client of Gareth’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Myself and my husband were buying our first home and wanted advice and to find the best mortgage for ourselves.
How did they help you?
They found us a mortgage with the best interest rate and explained everything we needed to know.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
They were helpful with everything we asked for and responded quickly, I don’t think there is anything that I could suggest that they didn’t already do.

Terry, Caerphilly, client of Gavin’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Wanted to take early retirement.
How did they help you?
Helped with everything in relation to my request, sound advice and excellent service.
What is your current situation? Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing to my knowledge

Kathryn, Risca, client of Gavin’s since 2015

What were the circumstances that caused you to look for a Financial adviser?
Financial advice about transferring an occupational pension into a private pension.
How did they help you?
Helped by giving advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension, and monitoring its performance.
What is your current situation? Have you seen the outcome you were hoping for?
The pension is now invested in a suitable personal pension, which is appropriate to my individual needs, the outcome has been very favorable.
What could they have done better?
Nothing, I am very satisfied with the advice and services I have received