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Claire Coates

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My profile

“I believe in simplifying the complexity of financial planning, and giving my clients the peace of mind they deserve.”

My role as a financial adviser is to help my clients achieve and exceed their financial goals and objectives. I believe in using a collaborative approach and creating a personalised plan to achieve these aspirations. I am dedicated to providing ongoing support and guidance throughout my client’s financial journey. The areas of advice I offer are:  

How I work

I work hard to simplify the small details of financial matters, using clear and straightforward language to help make sure that every client understands their financial landscape. Through personalised consultations and transparent discussions, I tailor my communication to meet the unique needs of each individual. 

How I help my clients

I am passionate about providing my clients with clear guidance, communicated in plain and simple terms. My approach is rooted in the belief that true understanding stems from clarity, and I dedicate myself to breaking down intricate financial concepts into easily digestible information. Whether discussing investment strategies, financial plans, or navigating intricate market trends, my aim is to help make sure that every client feels equipped with the knowledge needed to navigate the financial landscape confidently. 

The value I add to my clients

I put my clients at the heart of everything I do. This client focused methodology involves a collaborative process of crafting a financial strategy by involving clients every step of the way, fostering a shared understanding of the decisions made and their potential impact. 

By using this approach, I strive to build not only financial stability but also a lasting rapport with clients, grounded in trust and a shared commitment to achieving their financial aspirations. 

About me

I have worked in Financial Services for 35 years. I initially worked for a Building Society in various roles before moving to another firm to become a Mortgage & Protection Adviser. I enjoyed working with people to help them get the home of their dreams. I realised that helping people was a real passion of mine, and so given that I have always been interested in the world of finance, I wanted to widen the area of advice I could provide. I decided to take my exams to become a Financial Adviser in 2006 and by 2012 I obtained my fellowship and have never looked back. 

I’m an animal lover and I have a black labrador dog. I enjoy going for walks with him and spending time in the Northumberland countryside. I also enjoy spending time with my family. My Mum is elderly and I help care for her along with my sister. I have a gorgeous Nephew called Jake who loves football and biking. I like socialising with my friends, going out for a nice meal and a few drinks. 

Qualifications

  • Fellow of the Personal Finance Society 
  • CII Level 6 Advanced Diploma in Financial Planning 
  • CII Level 3 Certificate in Equity Release 
  • CII Level 3 Certificate in Financial Planning & Lifetime Mortgage Activities 
  • CII Level 3 Certificate in Financial Planning & Long Term Care Insurance 

The value of your investment can go down as well as up and you may not get back the full amount invested. Investments do not include the same security of capital which is afforded with a deposit account. 

The Financial Conduct Authority does not regulate taxation and trust advice. 

Your home or property may be repossessed if you do not keep up repayments on your mortgage. 

Home reversion plans and lifetime mortgages are complex products. A lifetime mortgage is a loan secured against your home. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means tested benefits. 

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.