I'm Claire Dunn

Being a financial coach combines my experience of being a qualified (but no longer practising) financial planner with my previous roles in business coaching, marketing, teaching, and management.

Many years ago, I taught personal finance in schools. My students absolutely loved learning about credit cards, loans, insurance, and so on. So many of them would then tell me how they’d saved their family members money by finding them much better deals. I was so proud of them all, and loved the positive impact their newfound knowledge had.

Today, I support working women in their 40s and 50s in organising and understanding their personal finances, and working out a clearer path to their ideal future.

I’m a good listener with a calm demeanour, and I’m here to help.

Drop me a line if you’re ready to get started.

My credentials

I’m a Wise Monkey certified financial coach, and an ILM Level 7 Executive Coach and Mentor. I’m also a qualified member of the Personal Finance Society.

The thing I love most about my job is seeing the weight lifted off clients’ shoulders when they face into their finances. I also enjoy listening to clients’ stories, and meeting so many different kinds of people.

Claire’s accreditations

Click or tap on the buttons to learn more.

See Claire’s financial planning qualifications

On an ideal weekend, you can find me…

Doing a long and sweaty workout on Saturday morning, followed by brunch.

My favourite holiday destination is…

Cempedak Island in Indonesia. Paradise!

My favourite song to play in the car is…

Anything by Far From Saints.

The first album I bought was…

The original NOW That’s What I Call Music! on two cassette tapes. Classic!

If I could be any fictional character, I’d be…

Lara Croft.

If I could turn any activity into an Olympic sport, I’d win a medal in…

Mowing the lawn.

When the dessert menu arrives, I’m looking for…

Chocolate mousse.

The three qualities that draw me to new people are…

Being quiet or thoughtful, asking questions, and whether they like dogs or not.

My pet peeve is…

Cyclists wearing headphones, particularly if they’re not wearing a helmet.

The best gift I’ve ever received is…

My first Raleigh racing bike, age 11.

The people at my dream dinner party would be…

Gabby Logan, Sara Cox, Clare Balding, and Peter Kay.

The small things that make my day better are…

My partner bringing me the first coffee of the day, and my dog smiling.

Three things I haven’t done so far include…

Been on safari, done a European road trip, and gone driving down the coast of California.

ILM Level 7 Certificate in Executive Coaching and Mentoring

This qualification is designed for senior managers or HR/OD professionals who want to develop their expertise and credibility in the fields of coaching and mentoring, or to establish coaching on an organisational level. It’s also for professional coaches and mentors seeking to enhance and accredit their experience with a nationally recognised qualification.

Wise Monkey Financial Coach Practitioner Certificate

Wise Monkey is the UK’s leader in financial coaching. The Wise Monkey code of ethics includes delivering an independent, high quality service demonstrating empathy, integrity, respect, and transparency.

VouchedFor

Qualified Member of the Personal Finance Society

The Personal Finance Society is the professional body for the financial planning profession in the UK. Its remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service, and ethical practice. The PFS is part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires members secure and justify the confidence of the public.

Qualifications

  • Diploma in Regulated Financial Planning

    This meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • AF4 Investment Planning

    This examination assesses the candidate to develop in-depth financial planning skills related to investments and the management of investment portfolios.

  • CF1 UK Financial Services, Regulation, and Ethics

    This qualification develops an understanding of the financial services industry, including regulation and legislation.

  • CF6 Certificate in Mortgage Advice

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

  • R01 Financial Services, Regulation, and Ethics

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 Investment Principles

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 Personal Taxation

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R05 Financial Protection

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

My personal life

I’ve lived in Bristol for many years and absolutely love it.

I’m an avid CrossFit fan. I love attending classes at the CrossFit gym I’m a member of, or watching elite competitions whenever they take place. It’s a bit of a niche interest!

Other than that, my lovely elderly dog requires constant attention. I also enjoy going out for great food, travelling, and my latest hobby: pickleball.

I don't like...

  • Bad coffee
  • Late nights
  • Turkish Delight
  • Financial jargon
  • Rude diners in restaurants.

Things most people don't know about me:

I love a good cry.
I own way too many trainers.
Country music is a guilty pleasure.

What clients say

I feel a real sense of clarity and empowerment after speaking with Claire.

Emma, Yorkshire

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Throughout our sessions, I felt like she listened, and there was no judgement about my past financial decisions.

Alex, Bristol

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I came away feeling as if I had much better control over my finances, and was much more confident to make decisions about finances for myself.

Rebecca, Bristol

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I now feel that overcoming these challenges is a simple process and one that’s achievable for me, and not something I need to leave to others to sort out for me.

Becky, Monmouthshire

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In just one session, Claire helped me to understand my pension fully and gave very sound advice about how to plan for retirement.

Lucy, Bristol

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I’m feeling more in control of my spending and have a clear plan moving forwards. Thanks so much for your help!

Tabitha, South Yorkshire

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Claire has been a breath of fresh air and just what I needed. She has gone above and beyond while helping me.

Rachel, Somerset

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Library

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We are not regulated by the Financial Conduct Authority and will never recommend or provide opinion on the suitability of financial products such as pensions, investments, insurance contracts, or debt arrangements. We can help you understand your relationship with money and plan for your future financial peace of mind, but we are not a financial intermediary. If you need specific advice, you should seek the services of a regulated financial adviser or a regulated debt counsellor.

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