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 completed marathons, long distance cycle rides and endurance hikes. He is always training for something! Beyond sport, Alex is an accomplished pianist, and loves sharing music with his children, as well as involving them in sporting activities.

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 court, she enjoys cooking, playing the saxophone, hiking and exploring nature with her son and daughter. Claudia loves visiting her allotment and teaching her children all about where food comes from!

Amy is our Financial Services Administrator. With over 20 years customer service experience, she is central to service delivery and assisting with a broad range of client requirements. Amy is responsible for ensuring everything is delivered in a timely fashion and client expectations are met. From submitting new cases, to assisting with client reporting, Amy’s organisational skills and initiative make her an invaluable asset to the business on every level. She is always on hand to answer calls with a smile and help in any way she can.

In her spare time, Amy enjoys walks on the beach, time with family, clay pigeon shooting, baking and reading a good book.

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).