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Claire Balmer

Paraplanner

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Connect with Claire on LinkedIn HERE

Team Member Profile

Claire joined the CPW team in 2024 and has over 20 years’ experience within the Financial Services Industry, supporting advisers and clients alike.


Her extensive experience ranges from working in IFA firms and major banks. Claire also recently gained her level 4 diploma in Paraplanning.


Outside of work Claire enjoys socialising, live music and regularly visiting family in Spain.

Meet the rest of The Team 

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