Claire Davidson APFS
Director
Claire was raised in South Cave, East Yorkshire and joined the financial services industry in 2007. She worked through her qualifications whilst carrying out her role as an administrator and paraplanner. Claire became qualified in 2013 before progressing to achieve the Chartered Financial Planner status. Claire jointly founded Prosperitas Wealth Planning Ltd, and now oversees the service strategy and workflows of the Prosperitas team, alongside her fellow Director, Anna Kilby.
Claire focuses on helping both individuals and businesses reach their financial goals. She strives to deliver effective outcomes, whilst creating long standing relationships. Claire prides herself on being able to deliver a personal, approachable service to her clients by offering a range of comprehensive solutions, most commonly wealth management and retirement planning.
Claire now lives in North Lincolnshire with her husband, Will – and is kept very busy with her young family!
Main Office: Parkgate House, Hesslewood Country Office Park, Ferriby Road, Hessle, Hull, East Yorkshire, HU13 0QF
Tel: 01482 533635