Claudia Button
Financial Planning Consultant DipPFS, Cert SMP & Cert CII (ER) in London
A little bit about Claudia
I have been a part of the Quilter network for over 8 years and enjoy building and maintaining long-term relationships with my clients and their families. I am focused on building a long-term commitment to my clients to help them reach their objectives.
I enjoy all aspects of family wealth planning, including helping clients create income tax efficiently, Inheritance tax planning, and inter-generational advice.
I am experienced in advising high-net-worth clients on their investments and wider financial planning objectives, including pension provision and more complex tax structuring.
I can also provide advice relating to mortgages, long-term care, and later life options for financial planning. I strive to provide my clients with long-term, quality advice in a way that is easy to understand, clear, and concise.
Outside of work, I enjoy travelling and experiencing different parts of Europe while enjoying good food and wine.
Start the conversation
For advice on starting the new tax year or reaching your long-term financial goals, get in touch.
Contact me today
Could you be more financially savvy this tax year?
March, and spring more generally, is often a time for fresh starts. And now your tax allowances are getting one too. The new tax year begins on 6 April, giving you time to plan how you’ll use all those new allowances to your advantage.
Take your ISA allowance. It can be tempting to leave it until the last minute to use it up. But, if you’re able to pay into it at the beginning of the year, you’re potentially getting a whole extra 12 months of time for your savings to grow.
A review right at the start of the tax year, or just before it, can also help us spot if there are any tax incentives you could use throughout the year.
You might be surprised just how many people don’t do this - and miss out on money that’s rightfully theirs. These tax incentives can be things like increasing your pension contributions or charitable giving to help offset your income tax.
I can also draw up a cashflow model to bring this to life. The model allows us to explore and compare different strategies and scenarios, so you can see the difference it will make to your long-term finances and goals.
If you want to find out more about the savvy financial strategies I could help you with this tax year, feel free to get in touch.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
Tax Planning is not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 26 November 2024.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Mortgage
First time buyers, remortgages, buy-to-let.
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Certificate in Mortgage Advice
- The Certificate in Mortgage Advice (Level 3) meets the FCA standards for mortgage advisers. It develops an understanding of the sector and the mortgage process, and enables advisers to meet individual client needs.
Certificate in Mortgage Advice and Equity Release
- The Level 3 Certificate in Mortgage Advice and Equity Release meets the FCA standards for mortgage advisers and those advising on equity release schemes.
Certificate in Advanced Mortgage Advice
- The Certificate in Advanced Mortgage Advice surpasses the FCA’s qualification requirements, allowing mortgage advisers to enhance their advisory skills and cater to clients with more complex needs and situations.
Certificate in Equity Release
- The Certificate in Equity Release is a specialised and highly regarded qualification within the financial services industry. Designed to equip professionals with the knowledge and skills needed to provide expert guidance on equity release products, this certification programme plays a pivotal role in ensuring that individuals can make informed decisions about releasing equity from their homes.
Award in Long Term Care Insurance
- Develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
Claudia's location
Wimbledon
London
United Kingdom
Claudia lives in Wimbledon Village and splits her time advising clients locally, as well as in the Senator House office in the City of London.
The majority of my career has been spent delivering face-to-face advice to my clients on how best to grow their wealth and put in place strategies for tax efficiency, ensuring my clients' dependents are protected and that every client feels confident they have a solid financial plan in place that meets their objectives and is constantly updated. I have developed expertise in Pension Planning, Investments, and Inheritance Tax Planning for high-net-worth clients who have complex and changing circumstances.
I live in Wimbledon Village and split my time advising clients locally, as well as in the Senator House office in the City of London.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.