Clara Metcalfe
Financial Planner @Ovation Finance Ltd
Wantage, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2023 — Present
Financial Planner @Ovation Finance Ltd
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Bristol, GB
Helping clients to become happier, not just wealthier!
EDUCATION
2003 — 2010
Invicta Grammar School
GCSEs, AS and A2-Level Exams
N/A
Institute of Financial Wellbeing
The Financial Wellbeing Certificate
2010 — 2014
University of Reading
Bachelor of Science - BSc, Mathematics
N/A
Chartered Insurance Institute
Diploma of Education, Financial Planning and Services
N/A
Chartered Insurance Institute
Advanced Diploma (Chartered), Financial Planning and Services
ABOUT CLARA METCALFE
My passion lies in helping people achieve and maintain lifelong wellbeing, not just…
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