Based in Cambridge
Claire has been advising clients on financial matters since 2004. She is best known by her clients for her transparent, open working style. Claire cares deeply about the families, business owners, trustees and corporations she looks after. Her professional aim is to serve the clients who entrust her to advise them. Claire’s experience lends itself well to Tavistock’s ethos. Where the client is truly at the centre the relationship. She recognises the importance of working with other professionals in the delivery of service to clients and draws on the expertise of those experts regularly in order to move the client towards their goals.
Claire advises on the broadest possible range of investment and pension solutions and has experience across a breadth of work. If you ask her, she does not believe she has a particular expertise, but her colleagues would say it was ‘proper’ financial planning and use of cash flow analysis to help clients see ‘where they are today’ vs their goals for the future.
This is what she says about her role:
“For me the most important thing to know is the context of a client’s wealth. What is it for? Who matters to you? What are we trying to achieve with our wealth. Clients will tell you what is important to them. It’s that context that gives me my passion”
This is what Claire’s clients say about her:
“Claire LaRue is a most thoughtful and diligent financial adviser. She has worked for our family for nearly twelve years and has guided our finances including our pension successfully with knowledge, skill, and care. Claire is always courteous and friendly and goes the extra mile to ensure that projects are completed accurately and in a timely fashion. We have nothing but praise for Claire and her work.” Mr & Mrs P
“Claire has been our financial advisor for over ten years. Throughout that time, Claire’s expert knowledge and guidance, conscientious applied, have enabled us to plan our lifetime family goals. We feel extremely fortunate to have met Claire, and have benefited from a valued, accessible and trusting working relationship.” Dr & Mrs M
Mobile: 07990 564 882
Office: 01223 869 050