Circle Financial Services Limited

Louise Claro is the Managing Director Of Circle Financial Services Limited a leading national firm of independent financial advisers offering advice to both personal and corporate clients. Circle Financial Services Limited is part of the Circle Group. Louise is one of the UK' leading experts in the field of financial advice and highly regarded for her work. She is ranked UK's Top 25 Female IFA in 2015 and is featured as Citywire's Cover Star in 2014 and 2012.

Expert Witness

As well as providing holistic financial advise to professional clients, Louise is an established and well respected expert witness in high value catastrophic personal injury and medical negligence cases for the Courts of England & Wales. Louise also provides expert witness reports relating to financial malpractice claims for high profile legal and financial institutions to comply with CPR Part 35.

As an experienced and well respected FCA regulated Controlling Function Director she has over 15 years experience in Compliance Management and Supervision, she is able to investigate cases relating to regulatory breaches, IFA supervisory and risk management failings, compliance to COB and COBS rules.

Her personal injury and medical negligence cases are typically in the region £1m – £10m (capitalised value), involving medical negligence cases and catastrophic personal injuries. Louise provides expert witness reports in accordance with CPR 41 and was involved in the AvB case in 2006, highlighting the issues relating to conventional lump sum awards versus periodical payments and the impact of indexation on lifetime awards prior to the Thompstone and associated cases judgement.

BBC

Louise Claro is a regular contributor on BBC Breakfast News. As a member of the institute of directors and Personal Finance Society by examination, and a member of the Association of Professional Financial Advisers, Louise is qualified to an advanced level to provide regulated financial advice to individuals with particular specialism in investment planning and tax advices to professional clients across the UK.

Law Society

Louise has provided training accredited by the Law Society and Bar Council and speaks regularly to lawyers and barristers, specialising in personal injury, clinical negligence and CICA cases. Louise also provides in-house training to high profile solicitor firms dealing with this type of work.

Court of Protection

Louise is experienced in dealing with investment cases involving the Court of Protection, Protected parties, and also Private Trusts. She regularly attends Hearings at the Court of Protection and is able to provide expert reports in accordance with CPR requirements for litigation purposes.

Copyright © 2018 Circle Financial Services Limited. All rights reserved.
If you would like more information please visit Circle Financial Services Limited or call 01260 298 612 / 020 7265 7470.

Circle Financial Services Limited is a wholly owned subsidiary of Circle Insurance Services Ltd.
Authorised and Regulated by the Financial Conduct Authority (FCA). Reference Number 148759.

Circle Financial Services Limited, registered in England & Wales at 118 Holyhead Road, Coventry, CV1 3LY. Registered number 3657694.

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The FCA does not regulate the provision of advice for periodical payments, tax or trusts.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.

Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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