Claire Musson
Director of Financial Planning
Claire Musson, APFS, ACII, Cert CII (FS), CFPTM Chartered FCSI, is a qualified Chartered Financial Planner and Certified Financial Planner. She has particular expertise in providing advice on complex pension issues, including final salary schemes and retirement planning. She specialises in helping clients under the pension rules how to maximise their tax reliefs, as well as how best to draw money out of pensions savings using the new pension freedoms. Claire Musson has particular expertise in working with the healthcare sector and works closely with the Albert Goodman healthcare team.
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by Claire
Specialisms
Healthcare
For our healthcare clients, the pressure to evolve and streamline never goes away. You need to meet ever-changing regulations and navigate increasingly complex financial compliance. At the same time,
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Financial Planning
Find out morePensions
Retirement planning can be some of the most important financial planning we do as individuals. This kind of planning should be made as early in life as possible, but advice is key throughout both work
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What’s happening at AG.
We're proud to launch the Albert Goodman Charitable Foundation.
Our new initiative dedicated to supporting charities, community groups and individuals across the South West. 🤝
This marks an exciting new chapter in our long standing commitment to giving back and investing in the future of our region. 🌍
Here's to making a difference! 🥂
🩷bit.ly/AG-Foundation
3 days ago
Cheers to three years. 🍾
An extra special event this evening at Bristol Aquarium celebrating three years of our Bristol office. 🐠
And what a three years it has been. A growing team, headline sponsors of Bristol International Balloon Fiesta, and fully immersing ourselves in the wonderful Bristol community to name just a few highlights. 👏🏼
Bristol, we have loved being here. Here’s to the past few years and many more to come for us. 💫
1 week ago
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