Day to day life at McCreas
Claire is one of McCreas Senior Administrators, working closely with Managing Director Douglas, providing him and his clients day to day administrative support. Claire also handles customer enquiries, and processes new business and administrative duties, freeing up more time for Douglas and other advisers to spend with clients and secure new business.
With over 25 years experience within financial services, Claire fit right in to the McCreas team and has been with us for 10 years. Claire holds Financial Planning Certificates 1, 2 and 3 along with CF6 Mortgage Advice.
Life before McCreas
I entered Financial Services from school and successfully held positions with CIS and Equitable Life before entering the independent financial services sector.
Favourite thing about working for McCreas
My favourite thing about working for McCreas is the people - I work in such a great team and with great clients!
Outside the office
I love travelling and visiting new places, socialising with family and friends and shopping until I drop! I also like to read.
I once brushed shoulders with Brad Pitt at Film Awards in LA and have been friends ever since!