Schroders Personal Wealth
Claire Westbrook currently serves as the Head of Client Support for the South East at Schroders Personal Wealth, a position held since October 2020. Prior to this role, Claire was a Client Director, contributing to client relations and support. From March 2015 to October 2020, Claire was with St. James's Place Wealth Management as a Senior Business Risk Manager. Earlier career roles include Local Bancassurance Manager and Local Mortgage Manager at Lloyds Banking Group from August 2010 to March 2015, as well as Area Manager at Halifax Estate Agencies Ltd from 1999 to January 2010.
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Schroders Personal Wealth
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Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.