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Clare McCarthy
Clare McCarthy
About
Clare McCarthy is a Financial Adviser at The Private Office located in London but also covering areas such as Kent, Southampton and Bath. As a Chartered Financial Planner, her aim is to simplify complex financial matters and provide the best solution for all clients based upon their individual goals and objectives. She feels passionately about building long-term, trusting relationships with her clients, empowering them with the knowledge and guidance needed to make effective financial decisions.
Clare specialises in cashflow modelling and financial forecasting, which are key skills to further guide her clients’ financial futures. Her experience covers a wide range of financial planning including retirement planning, investment advice and inheritance tax planning.
With previous experience working as a Paraplanner, Clare has a strong technical knowledge and foundation to the advice she provides. Her expertise is also valued in the press and she has provided comments for the Telegraph, Daily Mail and Financial Planning Today. Her qualifications include an Advanced Diploma in Financial Planning, and she also holds a Masters in Political Economics from King’s College London.
When Clare is not advising clients, she enjoys travelling and learning about different parts of the world, as well as horse riding and jogging in her free time.
Areas Of Expertise
- Cashflow modelling
- Pension planning
- Investment planning
Qualifications
- Diploma in Regulated Financial Planning
- Advanced Diploma in Financial Planning
- MSc Emerging Economies and International Development
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Clare works from our office in central London and has clients in areas such as:
Clare McCarthy locations
Clare McCarthy map
- Epsom
- Waterlooville
- Swindon
- Wimborne
- Kent
- Southampton
- Minehead
- Maldon
- Beckenham
- Watford
- Royston
- Ross-on-Wye
- Isleworth
At a glance
- Chartered Financial Planner since 2022
- Working in financial services since 2017
- Featured contributor in the Telegraph, Daily Mail and Financial Planning Today
As featured in
Clare has a very friendly and professional attitude. We were very impressed with her honest and thoughtful approach to our situation as a newly retired couple. After our first conversation Clare followed up immediately with helpful suggestions, which may result in further discussions.
January 2024
Clare is an excellent communicator and is able to convey the offers, benefits and financial implications clearly and concisely. She is measured in her approach and not pushy, explaining all sides to the advice and gently guiding us through the processes.
January 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Clare's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Clare is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.