Claire Burnard
Practice Support Specialist
Claire joined Officium Private Wealth in 2021 as an administrator. She has worked in the financial services industry since 2009 mostly in management positions for the Private Banking arm of Lloyds Bank. Her most recent role saw her overseeing the line management of the Private Client Assistants Team as well as risk governance for Lloyds Mayfair Private Clients.
With a keen eye for detail, Claire understands that a business with an efficient support system is a successful business.
Outside of work Claire enjoys spending time with her young family.
Services from OPW Chartered Financial Planners
Protection
Recommendations for Life Cover, Critical Illness Cover, Mortgage Protection and Income Protection
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Retirement planning and structuring
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
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Inheritance tax mitigation
Once a tax reserved for the wealthy, these days an ever increasing number of people leave an estate which is liable for Inheritance Tax.
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Investments
Whatever your financial goals, create an investment strategy that helps meet your needs.
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Ethical investing
We tailor our recommendations so they suit your ethical and social objectives
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Corporate Planning
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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