meet the team

Clara Jackson

Chartered Fellow · Private Client Planning Specialist

Clara brings more than 20 years of professional experience across corporate accountancy, wealth management and private client advisory. As a Chartered Fellow of the Personal Finance Society, she supports clients with technically demanding financial planning, particularly where pensions, tax and intergenerational wealth planning come together.

Introducing Clara

Technical Private Client Advice Delivered with Clarity.

With over 20 years of professional experience, Clara brings extensive expertise across corporate accountancy, wealth management and private client advisory. She combines technical knowledge with a clear and practical approach to complex financial planning.

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Clara is a Chartered Fellow of the Personal Finance Society, the highest level of professional qualification awarded by the PFS. She is also part of a relatively small group of female Chartered Fellows within the UK financial planning profession.

Areas of expertise

Specialist Advice Where Pensions, Tax and Wealth Planning Intersect.

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Pension transfer advice

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Business and corporate taxation

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Later-life financial planning

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Inheritance tax planning and intergenerational wealth structuring

Complex planning experience

Supporting High-Value and Technically Demanding Financial Cases.

Clara specialises in advising on high-value and technically demanding cases, particularly where tax, pension and intergenerational planning considerations intersect.

  • Advising clients on pension transfer considerations, later-life planning and long-term retirement decisions.
  • Supporting business owners and private clients where corporate taxation, pension planning and family wealth planning need to be considered together.
  • Helping clients and families structure wealth for long-term security, inheritance tax planning and asset preservation across generations.
  • Clara has also advised UK National Lottery winners and their families, supporting long-term wealth structuring, inheritance tax planning and asset preservation.
20+ Years of professional experience across corporate accountancy, wealth management and private client advisory.
Fellow Chartered Fellow of the Personal Finance Society.
Private Client planning experience across complex pensions, tax and intergenerational wealth matters.
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How Clara Helps Cients.

Clara supports clients through detailed and structured financial planning processes. Her approach is designed to bring clarity to technically complex decisions, helping clients understand their options and place their long-term financial position on stronger footing.

Speak to EWS

Need Advice on Complex Financial Planning?

Speak to Executive Wealth Services about pensions, tax planning, inheritance tax, later-life planning and long-term private client advice.

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