Clare McCarthy

I advise on a broad range of financial planning areas including, pensions, savings and investments. I feel passionately about establishing a client's priorities and building a financial plan that works for them in the long term.

I have experience in cashflow modelling and financial forecasting, which can guide my clients’ financial futures. I strongly believe it is important to provide clear and honest advice to empower clients to make informed decisions to achieve their personal and financial goals.

Working at the Private Office means being part of an experienced team with a vast range of expertise. My aim is to simplify complex financial matters and provide the best solution for all clients based upon their individual goals and objectives.

Outside of work I enjoy travelling and learning about different parts of the world. I also enjoy horse riding and jogging in my free time.

Get in touch for your free consultation  

What drives me?

I am driven by the prospect of providing personalised advice, tailored to my clients' goals and objectives.

I thoroughly enjoy helping clients achieve their financial and personal objectives using cash flow modelling and forecasting as an anchor for financial guidance as their lives evolve over time.

I feel passionately about building long term, trusting relationships with my clients, empowering them with the knowledge and guidance needed to make effective financial decisions.

 

My Qualifications

  • Diploma in Regulated Financial Planning
  • MSc Emerging Economies and International Development

We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.

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We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. 

Find out more about our accreditations 

FCA regulated

The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.

You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482

> View The Private Office's profile on the FCA Register

You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.

> View my profile on the Adviser Directory

All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.

You can check their qualifications and credentials by visiting the Personal Finance Society’s website.

How I can help you

  • I can help you to reach your financial and personal goals by establishing a financial plan that is tailored to you.
  • It is important to encompass all aspects of financial planning that are important to you, including pensions, savings and investments.

Meet our expert team 

Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.

View all our experts