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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Services
Financial Planning
Find out morePersonal Pensions
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 events calendar for 2025 is filling up. 🗓️
Our not to be missed business club events are back in Taunton, Bristol, Yeovil and Dorset. Here is what we have coming up soon. ❤️🔥
Held at various locations across the region, you are guaranteed an afternoon of good food and company, so don't delay and book your place today. ✏️
bit.ly/Events-2025
8 days ago
We have teamed up with a host of experts to bring you a series of events across Somerset and Dorset to discuss the proposed changes to Inheritance Tax and other tax planning opportunities. 💡
Three events. Three locations. The first event kicks off on the 6 March at Taunton Racecourse and Conference Centre. ❤️🔥
Secure your free place by visiting bit.ly/AgriSeminars. 🔎
9 days ago
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