Claire Phillips

Claire Phillips is an accomplished financial professional with extensive experience in the financial planning sector. Currently serving as a Chartered Financial Planner and Director at First Wealth since November 2018, Claire has also been a Chartered Financial Planner and Partner at First Wealth LLP since June 2010. Prior to these roles, Claire worked as a Consultant/Senior Paraplanner at Target Financial Management from October 2007 to June 2010. Claire's academic qualifications include a Certified Financial Planner designation from the Institute of Financial Planning, a Fellowship from the Chartered Insurance Institute, a Master of Science (MSc) in Development Studies from Birkbeck, University of London, and a Bachelor of Arts (BA) in Geography focused on Asia and Africa from SOAS University of London. Additionally, Claire holds the Chartered Wealth Manager designation from The Chartered Institute for Securities & Investment (The CISI).