Our Team’s Community Committent

The Clickery Financial team believes it is important to contribute to our local community, and we have built voluntary hours into our working timetable. This ensures we have time to give something back to the area in which we do business. Examples of activities we have taken part in include tree planting, litter picking, rescue dog walking, careers events for young people and free, educational seminars. Clickery also makes donations from our profits to local charities. You can always keep track of what we get up to on Facebook, Linked In and Twitter.

Alex 

Tel: 01352 382402

About Alex

Alex holds the coveted Advanced Diploma in Regulated Financial Planning. He is a Chartered Financial Planner and a Director of Clickery Financial Ltd. His main role is providing expert advice to our clients in the areas of pensions, investments, financial protection, tax and estate planning. Alex likes to take the time to get to know our clients properly, ensuring that all advice is tailored and suitable. He sees most clients annually to offer forward planning meetings. This ensures every piece of advice remains suitable as circumstances change. Alex commits to his clients for the long term and builds productive, lasting relationships. Chartered Financial Planners complete a higher level of qualifications than most, and this accolade is held by only approximately 10% of UK advisers. This advanced technical knowledge and practical experience, enables Alex to offer a more sophisticated level of financial planning to our clients.

In his spare time Alex enjoys a challenge: He has competed in marathons, long distance cycle rides and endurance hikes. He is always training for something. Alex attends boxing training and also volunteers time to coach the youngsters at his local boxing club. Beyond sport, Alex is an accomplished pianist, describing this as his ‘chill out time.’

Claudia 

Tel: 01352 382402

About Claudia

Claudia is our Managing Director. Before setting up Clickery Financial in 2015 she had worked in the industry for many years and is also a qualified financial adviser. Claudia is responsible for managing all day to day elements of our business as well as business strategy, decision making and ensuring that client service continues to meet our exacting standards. She develops strong and lasting relationships through networking, community work and business promotion, and her extensive experience in the financial services industry informs every decision we make. Claudia is passionate about ‘flying the flag’ for transparent and ethical practice and she works hard to ensure we have a business to be proud of.

In her spare time Claudia is a keen netball player and coach and when not on the court, she enjoys cooking food from her Italian heritage and playing the saxophone. Claudia loves hiking in the countryside with her two dogs and is a keen supporter of our local dog rescue.

Simon 

Tel: 01352 382402

About Simon

Simon is our paraplanner and has been working in the industry since 2013. He has extensive experience in supporting advisers and carrying out bespoke research. This is the crux of providing independent, financial advice as it ensures that all bases are covered when considering solutions for our clients. Simon has excellent analytical ability and a keen eye for detail. He works closely with the team to ensure that clients’ personal circumstances are considered in every step of our planning.

In his spare time Simon is a Scout Leader and also a Trustee of his local Scout Group. His interest in the outdoors doesn’t stop there and he spends time hiking, wild camping and is a bush craft expert. Simon enjoys fencing and attends a club in Mold.

Lesley 

About Lesley

Lesley is our training and compliance guru, helping us to ensure our knowledge and processes are always in tip top condition. Lesley has years of experience in the field and if she doesn’t know the answer, it’s probably not worth knowing. Lesley challenges us to ensure our business runs efficiently and in a continuing compliant manner. We believe in our business and feel confident of its transparent and ethical approach. This meant we decided not to hide behind networks and chose to be directly authorised by the Financial Conduct Authority. Lesley assists us in interpreting the regulator’s requirements, so we can ensure our processes continue to meet their high standards.

Lesley loves music! She attends lots of live music gigs in her spare time, supporting up-and-coming musicians and more established acts. At home, Lesley enjoys time with her son who also loves music and is learning the guitar.

Poppy and Maisie 

About Poppy and Maisie

Poppy and Maisie are our office rescue dogs. They spend every day in the Clickery office and are great to have around. Poppy is our well-being officer; she jumps up onto knees for regular cuddles. Maisie takes her role as ‘office security’ seriously. She guards the staff biscuits to ensure no-one steals them (other than her).

Want to know more?

Call us for a friendly chat on 01352 382402 or email: info@clickery.co.uk

For financial updates, tips and articles, be sure to follow us on social media!