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.
Big News for our Tax team. 🎉
We are delighted to be strengthening our Tax team with four senior appointments as we continue to grow across the South West. 🚀
Congratulations to Lauren who has become Partner and Head of Personal Tax, Oli and Tom who have joined as Senior Managers in Corporate Tax and Andy who has joined as a Tax Director, with a focus on growing our Bristol presence. 🤩
Their combined expertise will be a huge asset to our clients as they navigate an evolving tax landscape. 🏆
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2 days ago
Excellent firms need excellent people. 💡
If you are passionate about delivering excellent client care and looking to take the next step in your career, we would love to hear from you. 👋🏼
We are recruiting for accountancy, audit and tax roles. Get in touch with Sophie or visit our website to find out more about working for our award–winning firm. 💬
9 days ago
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