Clare James

Clare has worked in financial services for the past 20 years. She has held various advisory roles as a Financial Planning Manager and Mortgage and Protection Manager for HSBC, an Independent Financial Adviser and a Mortgage Broker, providing advice to personal high net worth clients (commercial and corporate).

In October 2017, Clare transferred her skills to become a Paraplanner to support Partners of St. James’s Place, enabling advisers like Adrian to spend quality time with their clients, whilst she offers support by writing client reports and conducting research on a consultancy basis.

In her spare time, Clare and her partner, Tom, enjoy weekends away and love travelling.