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-Web-Banner-May-Jun_2024

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
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Portfolio Review – Q1 2024

April 25, 2024

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

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Guide to making a Will

April 12, 2024

A four page guide from One Four Nine Wealth

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