Sanctuary Chartered Financial Planners
Clare Giles currently serves as Office Manager at Sanctuary Financial Planning since December 2018, while also working as a Paraplanner at CLAYMORE WEALTH LIMITED since August 2016. Prior experience includes serving as Branch Manager at The Co-operative Bank plc from April 2003 to December 2014, overseeing branch operations and team development. Clare held the position of Assistant Branch Manager at Leeds Building Society from April 2002 to April 2003, where responsibilities included implementing business development strategies and managing daily operations. Clare began the career as a Customer Relationship Advisor at Nationwide Building Society from June 1997 to April 2002, handling customer inquiries and cash transactions. Educational background includes a BTEC in Business Administration and Management from Pontypridd Technical College following attendance at St Teilos Church in Wales High School Cardiff.
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Sanctuary Chartered Financial Planners
A Fresh Approach To Your Finances At Sanctuary, we’re here to help you take control of your money with clear, simple and solid financial solutions that will allow you to take control of your finances and make your money work for you and your future. Established in 2015, our aim at Sanctuary is to disrupt the norm and offer you a completely fresh approach to your finances. Our highly skilled advisers have been specially selected for their experience, expertise and excellence in a range of specialist financial fields. Combining specialist expertise and trusted market knowledge with leading industry technologies, we’ll guide you through the most effective processes to build your financial plan. With a focus on you and your future, we offer a unique approach that has built trusted, long-term client relationships that we continue to grow. More than just financial planners – we’re here to arm you with the skills, savvy strategies and solutions to help you take control of your finances for the most tangible results. From mortgages and pension plans to estate planning, protection and specialist investment advice – we’re here to help you make the most positive and significant impact on your financial health for both short-term and long-term benefits.