Clair Lythe

I have two decades of experience in finance, having previously worked for Independent Financial Adviser’s and The Portman Building Society.

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society with Certificates in Mortgage advice, Equity Release and the Award in Long Term Care Insurance.

I believe the key to building strong and long-lasting relationships is about listening to my clients, then using this information gathering to help them achieve the best possible financial outcomes.

My goal is to deliver expert and qualified advice on a wide range of financial planning areas including investments, tax planning, pensions, retirement planning, insurance and estate and inheritance planning. I want to support you on your journey to achieving your financial visions, whether they are medium- or long-term, for you or your wider family.

Outside of work I enjoy spending time outdoors with our dog Blu and travelling, exploring new places with family and friends.