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Claudia

Berater
Claudia Button

About

I'm a Certified Financial Planner passionate about women in business, based in London. I speak English.

I am passionate about women in business and believe that every good businesswoman should have a solid financial plan in place. Business owners have unique requirements when it comes to financial planning and it is important to consider this when looking at personal finances.

I work with my clients in order to guide and coach them through the best ways to protect and grow their personal wealth whilst safeguarding and growing in business.

I am a registered individual working for a firm which is an appointed representative, and am in turn authorised and regulated by the FCA.
Alter
20-30
Nationalität
British
Zivilstand
Kinder
Nein
Passion für
My family
Sports and fitness
Stadt, Land London, GB

I can support you in the following

Tax planning
Protection
Insurance
Help with retirement planning
Help to set-up or sell a business
Goal Setting: Planning your goals for the next 3 years
General advice, e.g. review of a personal situation

Fähigkeiten & Qualifikationen

Firma Amicus Wealth
Funktion / Rolle Financial Adviser
Arbeitsort Vertreter einer kleinen Organisation, z.B. einer Boutique-Bank
Erfahrungsjahre 0 - 5 Jahre
CFP - Certified Financial Planner
Autorisiert von der Aufsichtsbehörde: Ja
Referenznummer CXB02605
Kontaktiere mich