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Claire Machin

Director

Specialism: Trustees Private Client Trustees

Company: Helm Trust

Location: St Helier, Jersey

Citywealth rating

5
Average: 5 (3 votes)
Fee Level:
5
Average: 5 (3 votes)
Quality of Advice
5
Average: 5 (3 votes)
Communications Skills
5
Average: 5 (3 votes)
Interpersonal Skills
5
Average: 5 (3 votes)
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Peer review:

Claire is proactive, widely respected and an utter joy to work with. She consistently delivers a first class service and never fails to exceed expectations.

17 Jul 2018

Peer review:

I know Claire in a professional capacity and always find her very easy to work with. She is the utmost professional in all her dealings with me and she is a pleasure to work with. I can see that she cares deeply about her clients, striving to ensure they receive a first class service from her and her team.

12 Jun 2018

Institutional client review:

A competent, technically proficient and client orientated professional, who has her client interests at heart.

12 Jun 2018

Peer review:

Claire is a first-class trustee skilled in dealing with an internationally diverse client base of UHNWIs and families; she is also an owner of the business. Claire is a fantastic all-rounder displaying superb commercial and technical skills balanced with keen regulatory awareness.

02 May 2018

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If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

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Claire has over 23 years’ experience in the industry in Jersey, the last 9 years spent with Helm Trust.  She prides herself in providing a very personal and professional service to clients and building strong long standing relationships both with clients and other professionals.  Claire has been instrumental in establishing, as well as maintaining, areas of business in the UK, Europe and Africa travelling and have travelled to Kenya twice a year for the past several years strengthening our ties in the market. 

 She is an Associate Member of ICSA and now studying towards the STEP Advanced Certificate in UK Tax for International Clients.  

2018 

Claire Machin currently has no Citywealth award

Claire Machin currently has not indicated their average client size

Claire Machin currently has not indicated if they have a fixed fee offering

17 Bond St, St Helier, JE2 3NP, Jersey

T: +44 (0)1534 732299

F: +44 (0)1534 725376

https://www.helm.je/

Peer review:

Claire is proactive, widely respected and an utter joy to work with. She consistently delivers a first class service and never fails to exceed expectations.

17 Jul 2018

Peer review:

I know Claire in a professional capacity and always find her very easy to work with. She is the utmost professional in all her dealings with me and she is a pleasure to work with. I can see that she cares deeply about her clients, striving to ensure they receive a first class service from her and her team.

12 Jun 2018

Institutional client review:

A competent, technically proficient and client orientated professional, who has her client interests at heart.

12 Jun 2018

Peer review:

Claire is a first-class trustee skilled in dealing with an internationally diverse client base of UHNWIs and families; she is also an owner of the business. Claire is a fantastic all-rounder displaying superb commercial and technical skills balanced with keen regulatory awareness.

02 May 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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