Skip to main content

Claudia

Advisor
Age
20-30
Nationality
British
Civil status
In a relationship
Kids
No
Passionate about
My family
Sports and fitness
City, Country
London, GB
Photo of Claudia
I'm your right coach because
My focus is to build and maintaining trusted relationships with my clients by offering a tailored advice approach to each individual based on their specific needs. My pragmatic approach ensures that my advice is easy to understand, relevant to the times and in line with your goals and objectives.
I can support you in the following:
Estate Planning (e.g. Inheritance, Legacy)
General advice, e.g. review of a personal situation
Help with retirement planning
Insurances
Specific investment advice, e.g. build/manage an existing portfolio
Tax advice
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Face to face
Skills & Qualifications
Company name Amicus Wealth
Function / Role Financial Adviser
Place of work Representative of a smaller organisation e.g. boutique bank
Years of experience 0 - 5 years
CFP - Certified Financial Planner
Regulatory (FCA) Authorized: Yes
Reference Number CXB02605
Contact me