Primavera Financial Partners is based in Wanstead, and we offer a full review of your financial needs and objectives. In our experience, this holistic approach leads to better outcomes but we are more than happy to concentrate on specific requests.
Our core strength lies in overseeing client's savings and pension portfolios with a clear and tightly managed investment philosophy and process.
Primavera Financial Partners has dedicated support staff, which means you can be confident that you are dealing with a firm that is wholly committed to providing you with the best possible advice, service and support.
Patrick has appeared in the '2019 Guide to the UK's Top Rated Advisers' in the Times, published in February 2019.
Specialist Areas Include
Patrick McClelland, senior partner, and has over 30 years’ experience in advising clients with the following qualifications: BA Hons Degree in Business Studies, CeMAP, DipFA, AwPETR, Adv DipFA, Chartered ALIBF.
Lucy Bird, Para Planner, joined Primavera Financial Partners in June 2012, following a career break. Lucy has a degree in Accounting and Finance BA (Hons) and CeMAP. She is currently studying for her financial planning diploma, which she hopes to attain by the end of the year.
Carole McClelland, partner, joined the partnership in January 2013. Carole has worked within the Financial Services Industry since 1986 and has a wealth of experience covering Administration, Compliance and Sales Support. Carole offers additional support to the team, but is primarily responsible for the Compliance, Accounts and Marketing of the company.