Claire Slater APFS, Cert CII (MP & EP)

Claire joined Perspective (South East) Limited in 2017, where she began training as a Paraplanner and became a Financial Planner in 2020.

Claire is a Chartered Financial Planner, and she enjoys working with a variety of clients, providing them with holistic advice to help plan their future and achieve their specific financial goals. In addition to Inheritance Tax Planning, Pension Planning, Investments and Tax Planning, Claire specialises in long-term care and equity release.