Claire Adamson

Senior Administrator

My journey

I’ve worked in financial services for more than 25 years in roles with both advice firms and national insurance and investment providers. Since 2003, I have been with CBW.

Day to day my role involves obtaining and updating information on clients’ pensions, protection and investment plans, as well as ensuring our systems are up to date with their personal information.

Ahead of the review meetings, I will contact clients to ask them to confirm details and collate valuation and performance information for the adviser to discuss with a client in the meeting.

I also deal with paperwork for new investments and plans, if clients want to access their funds or start drawing their pensions and liaise with insurance and investment companies on behalf of clients.

What I enjoy most about my job

Building relationships with clients and getting to know them. Having been with the company for so long it’s lovely to be able to see people enjoying their retirement or reaching their goals knowing our planning has helped them achieve that.

About me

What’s your favourite way to spend a day off?

On a mini-adventure. Depending on the weather and the time of year, hiking, swimming, trying something new or going somewhere different.

Do you support any teams?

I support my running club, East End Road Runners. It is an all-abilities running club based in Newham, East London. I hold the England Athletics Leader in Running Fitness qualification. It’s one of the smaller East London running clubs but that makes it more of a family. Everyone is extremely supportive and encouraging of each other. The noise our club makes when one of ours goes past in the London Marathon is legendary!

Carter Backer Winter
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