Claudine Whyte

Contact Claudine

The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW

Meet the team

Enthusiastic, knowledgeable, and committed to making a difference.

View more of our team

My role

I am part of the marketing department here at Balance: Wealth Planning. Working alongside the Operations and Marketing Director I am responsible for Balance: Wealth Planning’s marketing communication and events programme. I am also a brand ambassador and am responsible for promoting and raising awareness of our brand.

Background

I have over 14 years of experience in Marketing and Communications, working across the public, private, and not-for-profit sectors. I have spent the last eight years working in Financial Services supporting Independent Financial Advisers to better engage with their clients and create a great client experience.

What’s important to me

“Create a lifestyle that benefits you.”

Too often, we get caught up in what we think we should be doing rather than what we want to be doing. I make it a priority to check in with myself to ensure that what I am doing and investing my time in makes me happy and is beneficial to myself and my loved ones.

My family and friends mean the world to me and make me happy. Whenever possible, they are who I can be found with. As a bit of a foodie, I enjoy a catch-up over some good food and drink.

I have somehow fallen into the category of dance Mom, as most if not all of my Saturdays are taken up with transporting my daughter to and from dance rehearsals.

Mutual respect, honesty, integrity, and loyalty go a long way and treating people as you want to be treated yourself. I love to see people succeed, and if I can be a help in any way that makes me happy.

Qualifications

I have a Professional Diploma in Marketing from the Chartered Institute of Marketing and a Bachelor of Arts degree in Business Studies and Marketing.