Claire White

Claire White

Technical Support Consultant and Compliance Manager

A brief introduction

I am a Technical Support Consultant at Monahans Wealth Management in the Trowbridge office.

A large part of my role involves carrying out technical research in order to make recommendations, and preparing financial planning reports in-line with client requirements and goals.

I am also responsible for ensuring that Monahans Wealth Management adheres to any relevant compliance policies and procedures, to include those set out by the Financial Conduct Authority (FCA).

Background

I am a qualified Paediatric Nurse and worked for the NHS before starting my career in finance.

I have a wide range of experience in the finance industry; starting as a Claims Underwriter for a Permanent Health Insurance Company in 2005, then working as a Client Services Executive for an IFA firm in 2007. Following this I worked as a Paraplanner in 2010, and later became a Technical Paraplanner managing my own team of Finance Administrators. I began working for Monahans Wealth Management in March 2014.

I have achieved both the Certificate and Diploma in Financial Planning with the Chartered Insurance Institute, as well as the Accredited Paraplanner status with The Institute of Financial Planning.

Expertise

Compliance
Financial Research
Technical Summaries
Financial Reports
Up-date contents of marketing material

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Client testimonial

Since I have retired, my wife and I needed to work with an Independent Financial Advice firm who we could rely on to advise us on a range of personal finance matters. Monahans Wealth Management suited us ideally, since not only are they local to us but because of their accountancy connection they also have a range of in-house experts to cater for our ever changing requirements. Working with Monahans WM enables us to find answers to our questions quickly, freeing us up to enjoy our retirement!

Dr & Mrs Shires