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 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.
Have you spotted our new marketing campaign? 🔦
We are shining a light on our financial planning team and the benefits of seeking independent advice. They handle everything from investments and pensions to later life finances, mortgages and more. 💬
You will see our ads across Somerset, Dorset and Bristol so keep an eye out. 💡
1 week ago
A new week means new faces to welcome. 👋🏼
Say hello to Paula who rejoins our payroll team and Abegail who joins our corporate tax department. 🔎
We are recruiting for a range of accountancy, audit and tax roles. Get in touch with Sophie or www.albertgoodman.co.uk to find out more. 💬
15 days ago
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