Claire Planner Email & Phone Number
North Regional Manager @ Lloyds Wealth
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Claire Planner Location
- Manchester, GB
Claire Planner Work
- 2026 -now North Regional Manager @
- 2023 -2026 North Regional Manager @
- 2021 -2023 Head of Client Support @
- 2020 -2021 Client Director @
- 2019 -2020 Relationship Director @
- 2017 -2019 Relationship Director @
- 2014 -2017 Senior Regional Manager @
- 2012 -2014 Relationship Director @
- 2010 -2012 Private Banking Manager @
- 2008 -2010 Financial Planning Manager @
- 2006 -2008 Business Development Manager @ Lehman Brothers
- 2005 -2006 Mortgage Specialist @ First Mortgage Options Ltd
- 2003 -2005 Mortgage Broker @ TFC Homeloans
- 2001 -2003 Mortgage Manager @ First Advice
- 1998 -2001 Senior Mortgage Advisor @ Independent Mortgage Services Ltd
Claire Planner Skills
- Financial Services
- Wealth
- Business Development
- Leadership
- Investments
- Pensions
- Business Relationship Management
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Investment Advisory
- Relationship Management
- Financial Planning
- Mortgage Lending
- Finance
- Financial Advisory
- Portfolio Management
- Private Banking
Claire Planner Summary
- Claire Planner, based in Manchester, GB, is currently a North Regional Manager at Lloyds Wealth. Claire Planner brings experience from previous roles at Schroders Personal Wealth. With a robust skill set that includes Financial Services, Wealth, Business Development, Leadership, Investments and more. Claire Planner has 1 emails on RocketReach.
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Others Named Claire Planner
Claire Planner
North Regional Manager
Manchester, GB
Claire Planner
Research Associate
Manchester, GB
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