Email: clare@decarteretwealth.com
Telephone: 01534 860 660
Direct dial: 01534 860 662
Clare brings over 15 years of experience in the financial services industry, joining de Carteret Wealth in 2021 as Client Services Manager and Compliance Assistant. Before that, she spent six years managing a care agency, where her keen eye for detail and exceptional organisational skills kept operations running seamlessly.
With a background in sales and marketing, Clare once managed a portfolio of 400 clients, so she knows exactly what it takes to provide first-class service.
At home, Clare is just as busy—juggling three children, a husband, and two dogs! She loves spending time with family and friends. She is also a proud member of the International Compliance Association, having completed the ICA Certificate in Compliance.