Claire Portelli joined Jesmond Mizzi Financial Advisors Limited in February 2021 as Insurance Officer. Prior to joining the Company, she worked for over two decades with a local bank mainly on the front line, providing professional customer service to both corporate and personal clients. This was followed by a short period in regulatory compliance. Having worked also in sales in an international pensions environment, she transports years of retail banking, investment advice and pension planning experience to the company. Claire completed a Diploma in Management from the University of Leicester in 2010. Her CeFA qualification was awarded by the Institute of Financial Services in 2004.

Claire is responsible for initiating, developing and retaining long term relationships with customers in the acquisition of personal and workplace pensions and other tax efficient products.