Hi, I'm Claudia Shaw
Life and Critical illness insurance, Pensions, Education Funding, Investments, General Financial Planning
Claudia is focussed on holistic financial planning. This is the process of meeting your life goals through the proper management of your resources. Life goals can include buying a home, saving for your child’s education, planning for retirement, or leaving a legacy.
Claudia has worked in financial services for 24 years, and has been a member of the Holborn Assets family for 10.
Claudia believes Critical Illness cover is one of the most useful products for many clients; and has seen a number of clients truly benefit from receiving a lump sum when they have been unfortunate enough to be diagnosed with a serious illness. Insurance pays off - particularly as part of a holistic financial plan.
Claudia helps clients to create a holistic financial plan - taking all factors into account - with the aim of the client meeting life goals through the proper management of resources. Life goals can include buying a home, saving for your child’s education, planning for retirement, or leaving a legacy.
My Favourite Quote“It's hard to beat a person who never gives up.”
More about Me
Claudia is kept busy by her husband and 3 kids - as well as 3 dogs, 1 cat, 1 parrot, 2 rabbits, 3 chickens and 1 fish!
Spending time with family.