Claire Perkins

Personal Assistant

Claire Perkins

Claire is based in West Bridgford, Nottingham for One Four Nine Wealth. With a career spanning over 25 years in financial services, Claire has obtained considerable experience across admin, training, office management and personal assistant roles in the industry. As a highly valued member of the team, she works closely with the financial planners in Nottingham to ensure excellent client service is delivered in addition to to assisting with regulatory duties.

She has obtained several qualifications including R03, R01, CF2 Investment & Risk, CF9 Pension Simplification, Advanced Financial Planning Certificate G80 (Long Term Care), Financial Planning Certificate 1, 2 & 3, and a degree in business studies.

When not working Claire enjoys spending time with her family and going on dog walks.

Back to our team.

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

Latest News

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One Four Nine Chooses Inaugural Charity Partner

April 10, 2025

We will be supporting Alzheimer’s Society over the next year

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One Four Nine Wealth achieves Chartered status

April 8, 2025

Prestigious acknowledgment marks significant milestone

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Guide to the Spring Forecast 2025

March 27, 2025

A detailed guide to the key announcements

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