Claire Belch

About

25 years of Global experience in Equity Stockbroking and Financial planning I am qualified Authorised Financial Adviser AFA (NZ) and CII (UK) Diploma Financial Services Adviser and covering all areas of Holistic Financial Planning with particular interest in UK Pensions transfers to New Zealand and Global Investment Strategies for Personal Financial planning including Retirement and Estate Planning and preserving capital for the next generation.

Experience

• Lifetime Group - New Zealand (8 yrs 3 mos)
  • Financial Adviser
    Jul 2018 - Present · 8 yrs

  • Financial Adviser
    Apr 2018 - Present · 8 yrs 3 mos

• Financial Adviser at Camelot NZ Limited
  Oct 2017 - Apr 2018 · 7 mos

• Principal, Kings Hill Financial Planning a Partner Practice of St. James's Place Wealth Management at St. James’s Place Wealth Management
  Nov 2008 - Apr 2016 · 7 yrs 6 mos

  Financial Planner and Bespoke Wealth Management Face to Face Holistic Financial Planning Solutions so to create the right path to future financial needs and objectives. Advice to individuals and corporates on their overall financial planning. Implementing investment strategies tailored to suit clients specific needs. Control of risk profile and assisting to create wealth over the medium to longer term, financial protection, and preservation for the next generation via inheritance tax planning. Built long term trusted relationships through the generations of a family, providing peace of mind and consistent and quality advice.

• Head of Trading Japan at Baring Asset Management
  Jan 2000 - Jan 2003 · 3 yrs 1 mo

  Head of Trading Japanese Equities

• Assistant Director at Philip Securities
  1998 - 2000 · 2 yrs

  Assistant Director Sales Trading South East Asian Securities