Claire-Anne Hughes

I am a Chartered Financial Planner with over 17 years’ experience helping people take control of their finances and plan confidently for the future.

Based in Durham and working with clients across the UK, I provide personalised financial advice covering retirement planning, pensions, investments, inheritance and later-life planning. I support individuals, couples and families who want clarity, reassurance and a trusted long-term relationship with their adviser.

Clients often come to me at key transition points in life — retirement, career changes, family milestones — looking for someone to listen, make sense of their options and provide straightforward, expert advice...

I work closely with each client to understand what matters most to them, creating tailored financial plans that are clear, achievable and aligned with their goals.

I am proud to hold Chartered status, which reflects my commitment to the highest professional and ethical standards, and to continuous development in a fast-changing world.

Clients describe my approach as calm, clear and caring. There is no jargon and no pressure — just honest guidance and a genuine focus on building your financial confidence.

As a partner of True Potential, I offer access to award-winning technology, real-time portfolio tracking and a modern, transparent way to stay engaged with your finances. This combines the benefits of personalised financial advice with powerful tools that help you stay in control — anytime, anywhere.

Outside of work, I enjoy spending time in the countryside with my dog — walking, unwinding and appreciating the small things (especially if they involve good food).

If you are looking for financial advice that is personal, proactive and built around you, I would be delighted to help.

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