Clare Ball

Clare Ball is an experienced Paraplanner with over 20 years in the financial services industry, specializing in pensions, investments, and comprehensive financial planning support. Clare’s expertise spans the preparation of suitability reports, pension drawdown strategies, investment reviews, and compliance documentation.

Her career began at Grant Thornton Chartered Accountants, where she gained a strong foundation in client administration and technical reporting. She then spent over a decade at Jelf Financial Planning, honing her skills in research, portfolio rebalancing, and compliance. Clare later joined Avocet Business Support, before establishing her own successful firm and recently joining the Kellands team.

Clare is highly proficient in industry software including Assureweb, Intelliflo, FE Analytics, Dynamic Planner, and multiple suitability report platforms.

Outside of work, Clare enjoys swimming, walking, and fitness activities at her local sports centre. Her commitment to precision, compliance, and client care makes her a trusted partner for financial advisers seeking reliable paraplanning support.

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