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Claudia Allen

Client Support Team Leader

I joined the Beyond Finance team in November 2014 at age 19 ,from a position in retail. I started as Andy’s personal assistant and have since progressed within the company. I am now the client support for Andy arranging his diary and providing his meeting preparation, including Comprehensive Financial Planning. I am also Client Support Team Leader supervising a team of four, training new team members and working on several projects which I find varied and fulfilling.

As I’ve immersed myself in the business, I’ve learned that financial planning is about helping clients live a happy and fulfilled life, not just about focusing on money growth and it’s a joy seeing how we can help clients achieve this. I enjoy helping and working with such a lovely group of people.

I live in Hampshire with my partner Tom and enjoy spending time with my friends and family.