Claire Burrows

Ms. Claire Burrows is a Senior Operations Technician at Wise Investments Ltd.
She joined the firm in April 2010 as a Paraplanner.
She spends her time ensuring the smooth running and development of many of the firm's services.
Operations includes capital gains tax analysis, monitoring ISA allowances, sending of valuations, tax packs and income schedules as well as product and provider research and monitoring of the firm's Managed Portfolio range.
Ms. Burrows has worked in the financial services industry since 2002, coming to Wise from the adviser network, Sesame Bankhall Group.
Latterly as an Investment Researcher, she spent her time analysing funds, investment trusts, specialist investments and investment bonds.
She holds the CISI Diploma in Investment Compliance, CII Diploma in Financial Planning and Certificate in Discretionary Investment Management.