Claire Billings – CERT PFS Client Account Manager

Claire works within our Client Services and Research Department without which the Advisers could not function effectively in today’s demanding financial services environment.

This department liaises with you and the insurance, investment and pension providers to ensure that the information upon which we base our recommendations is accurate. They then produce quotations and prepare financial planning reports for the advisers to present to you.

Claire is well qualified to handle all aspects of your account administration.