Claire Costello — Financial Adviser in Leicester
About Claire Costello
Claire Costello is a Wealth Management Consultant at Mattioli Woods, with more than 22 years’ experience in financial services. She began her career part-time at Lloyds Banking Group while studying at university, moving into a full-time role after graduating before progressing into independent financial advice. She joined what is now Mattioli Woods in 2012. Claire’s approach to financial advice is rooted in a simple belief: when your finances are in good hands, you’re free to focus on living. She provides clear, practical guidance without unnecessary jargon, taking the time to understand what matters to each client and making sure their questions are answered. Claire has developed a particular passion for Inheritance Tax (IHT) planning, an area she enjoys because of its complexity and the constantly changing legislation surrounding it. She also advises across retirement planning, pensions and investments, helping clients understand their options and make informed decisions about their financial future. For Claire, good financial advice is about more than the numbers. She values the long-term relationships she builds with clients, with some relationships spanning more than 20 years. Referrals from existing clients are particularly meaningful to her, as she sees them as the clearest indication of trust. Claire’s interest in financial planning began with an early experience that stayed with her. When she and her sister received a small inheritance, her sister invested hers in an ex-racehorse, while Claire saved hers in an ISA and eventually used it to buy her first home at 23. The experience shaped her belief that money, when carefully managed, can create opportunities and provide security for the future. Outside of work, Claire enjoys a rural lifestyle with her family, horses and dogs. She believes that life should come first, and that financial planning should fit around it.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Pension Planning
- Investment Management
- Inheritance Tax Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Claire Costello is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Claire Costello an FCA-regulated financial advisor?
Yes. Claire Costello is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Claire Costello offer?
Claire Costello offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Claire Costello?
Fees vary depending on the service, the complexity of your situation and the assets involved. Claire Costello will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Claire Costello is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Claire Costello?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Claire Costello directly through the contact form.
Does Claire Costello work with clients outside Leicester?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Claire Costello is based in Leicester but you can confirm preferred meeting locations and video options when you book your initial call.