Clare joins Menzies Wealth Management with over 30 years’ experience in financial services and wealth management. She has worked in a variety of roles, including administration, compliance, paraplanning and practice management.
She is committed to delivering excellent client service as standard, with a focus on continual improvement.
As Head of Private Client Services, she is responsible for managing the client service administration team and our day to day operations.
Clare holds the Financial Planning Certificate and is currently working towards Diploma level.