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
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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.
Our team of experts have created a series of events in Taunton and Bristol to discuss all the relevant financial updates for charities that you need to know. 💡
Michelle and Ellie will talk through and focus mainly on the new SORP, what will change, how it will impact you and what you need to be thinking about now. Also, touching on the changing financial thresholds for charities and how you might be able to use them to opt out of audit requirements or the SORP, and some other minor updates. ✍
The first event kicks off on the 12 March in Bristol. 🔎
Spaces are already filling up, so don't delay and book your place today. ⬇️
bit.ly/Events-2026
4 days ago
Regardless of the conditions outside, our success is driven by the quality of our people. ⭐
If you are committed to delivering exceptional client care and seeking to progress your career, we would love to hear from you. 👋🏼
We are currently recruiting for a range 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. 💬
4 days ago
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