Claire Egan

Secretarial Support

Claire Egan

Claire is based in Preston for Charter Financial Planning, that became part of One Four Nine Group in October 2021. Having worked at Charter for 15 years, Claire understands the ins and outs of the business and helps to make the office run smoothly. Whilst providing support to the financial planners she also welcomes clients who come into the office.

She loves to spend time with her family and all of their pets including a dog, rabbits and guinea pigs! Claire is also an avid fan of Manchester United and is a season ticket holder.

Back to our team.

We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients

Latest News


One Four Nine Wealth Magazine – Issue 11

May 21, 2024

The eleventh issue, May/June, of One Four Nine Wealth magazine

Read more about One Four Nine Wealth Magazine – Issue 11
Issue 22_OFNPM_Portfolio-Review_Q1-2024

Portfolio Review – Q1 2024

April 25, 2024

Chief Investment Officer's comments on global markets alongside a fund comparison

Read more about Portfolio Review – Q1 2024

Guide to making a Will

April 12, 2024

A four page guide from One Four Nine Wealth

Read more about Guide to making a Will