About Claire Walsh
Claire Walsh is a nationally recognised, award-winning Chartered Financial Planner with over a decade of experience helping clients make confident, well-informed financial decisions.
She is a respected industry voice, having won multiple professional awards and regularly contributing expert commentary on personal finance across BBC News, BBC Radio 4 and national print media.
Originally from the Highlands of Scotland, Claire graduated from the University of Sussex before beginning her career on a graduate programme with American Express. In 2010, she retrained as a financial adviser and quickly built a reputation not only for high-quality client advice, but also as a trusted expert for media and industry insight.
In 2018, Claire joined Schroders as Personal Finance Director, later becoming Head of Advice Strategy at Schroders Personal Wealth, where she helped shape the firm’s advice proposition at a national level. Alongside her professional career, Claire completed an Executive MBA at Judge Business School, University of Cambridge, and subsequently relocated to Cambridge. Claire left Schroders Personal Wealth in 2020.
After a period focused on her family, Claire returned to client advising in 2023, and launched Midsummer Wealth in 2026, bringing with her a rare combination of technical expertise, strategic leadership experience and real-world perspective.
Claire became a Chartered Financial Planner in 2013, completed her MBA in 2020. She holds the Society of Trust and Estate Practitioners (STEP) Certificate reflecting specialist knowledge in trusts, estate planning and succession planning and is also authorised to advise on Long Term Care. Claire is authorised and regulated by the Financial Conduct Authority you can find her on the FCA register and her reference number is CXW01622.
Outside of work, Claire spends most of her time with her two young daughters. She also enjoys art and opera and keeping fit through the gym and Pilates and active holidays in the sun playing tennis and windsurfing.
"I have every confidence in recommending Claire to clients as I know she will do an excellent job."