How we can help you
Financial decisions are part of everyday life, but the number of options available can make it difficult to know where to begin. Having an expert that you trust to guide you through it can make a real difference to both your financial confidence and the outcomes you achieve.
Online information can be useful as a starting point, however it doesn’t consider your personal circumstances and may not always be current or accurate.
Advice from a qualified adviser is based on many hours of training and ongoing professional development, helping ensure the recommendation you receive is relevant and cutting-edge rather than generic or out of date.
As a qualified financial adviser, I'll help you understand the choices available and how they apply to you. Whether you’re buying a home, preparing for retirement, protecting your earnings or want to make your money work for you, We'll create a plan that is suitable for your individual circumstances so you can move forward with confidence.
About us
Hello, I’m Claire Sweet. I’m a qualified financial adviser with more than seventeen years’ experience in financial services and, together with my team, I’m part of Blueprint Financial Solutions Ltd. Blueprint Financial Solutions sits within the Quilter Financial Planning network and benefits from its financial strength, support and technical expertise.
Our approach is simple. Clients come first. We focus on recommending suitable solutions for each person’s circumstances and on protecting their interests ahead of our own.
One of the things I see most often is the ongoing stress that money worries can cause. A hard sell of products rarely fixes that. Clear guidance, practical education and advice tailored to the individual does. I work with clients at all stages of life to help them make informed decisions about their future.
Sometimes the services I recommend, such as Will-writing and some buy-to-let mortgages, do not come under Financial Conduct Authority regulations, but I will always make that clear and explain what it means for you.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
Some buy-to-let mortgages and Will Writing are not regulated by the Financial Conduct Authority.
How do we work together?
We begin with an initial conversation at our office in the Kent countryside or online, whichever suits you best. There’s no charge for this meeting. It gives you the chance to understand how we work and decide whether we feel right for you, and it allows us to understand your circumstances and confirm whether we’re the appropriate advisers to help.
Many of our clients have been with us for well over a decade, so it’s important the relationship feels comfortable on both sides from the start.
If you choose to visit us in Hoath near Canterbury, you may also get to meet the alpacas who live in my garden… they tend to make the experience feel a little more relaxed and really show you what can be possible if you get your money working for you.
We offer appointments Monday to Thursday and work with clients all over the UK.