Clara Jackson – Chartered Financial Planner

Contact Details

Clara Jackson BA(Hons) FPFS

Chartered Financial Planner

T. 0141 353 0975

M. 07841 351 250

Clara is a Chartered Financial Planner and Fellow of the Personal Finance Society. She has worked in the Financial Services sector for almost 20 years, initially in support functions within busy practices, before qualifying to become an adviser in 2006. Since then, roles have encompassed both advisory and technical support. Her advisory roles prior to joining Campbell Thomson have encompassed many different aspects of both Personal and Business Financial Planning. She has a wide breadth of knowledge in both areas. Ultimately, Clara’s passion is helping people to identify their objectives and support their achievement, personally or within their business. She does this through actively listening to her clients, to understand as much as she can about them and what they hope to achieve by speaking with an adviser.

Outside of work, Clara has a partner and a young son. Together they enjoy travelling to new destinations when time permits, along with frequent beach trips and walks in the local parks.

Fellowship of the Personal Finance Society

Advanced Diploma in Financial Planning

Diploma in Financial Planning

Financial Planning Certificate

Certificate in Equity Release

Certificate in Discretionary Investment Management

Certificate in Pension Transfer Advice

Certificate in Mortgage Advice

Certificate in Life & Pensions

Group Risk

BA (Hons) Risk Management

Certificate in Long-term Care