Albert Goodman is pleased to announce the appointment of Claire Musson to the Financial Planning team, based at the firm’s headquarters in Taunton.
Bringing more than 30 years’ experience to the firm, Claire is a qualified Certified Financial Planner and has particular expertise in providing advice on complex pension issues, including final salary schemes and retirement planning. She is experienced in advising clients on making savings into pensions and maximising tax relief, as well as highlighting individual pension benefits using the new pension freedoms.
Commenting on her appointment, Claire says, “I’m thrilled to join the Financial Planning team at Albert Goodman. I am looking forward to providing our clients with expert advice on all aspects of personal and business financial planning, ensuring we contribute to the overall success of our clients’ needs. Albert Goodman Financial Planning has an excellent reputation across the region and I’m delighted to be joining such an influential firm.”
Claire previously worked as a Senior Financial Planner at an IFA firm and has technical experience from large life and pensions companies, including AXA, Scottish Mutual and Guardian Royal Exchange.
Louise Osborne, Partner at Albert Goodman, comments on Claire’s appointment to her team, saying, “Claire’s appointment highlights the importance of planning for pensions and showcases our firm’s commitment to the needs of our clients. She brings a wealth of invaluable knowledge to the firm and we look forward to the contribution she will deliver to our clients’ personal and business financial planning matters.”
Claire’s appointment follows the recent success of Albert Goodman’s Financial Planning team being recognised in City Wire’s Top 100 and Partner, Louise Osborne being listed in its Top 35 under 35 ranking. Her appointment is a key element of Albert Goodman’s impressive growth strategy, bringing the headcount to more than 300 professionals at the firm.
For further information about our Financial Planning offering our about Claire’s appointment please contact Robin Clempson on email@example.com.