Investments

Clayden Financial utilises sophisticated systems, enabling each of our four advisers to provide a portfolio of investments that aim to complement each person’s attitude to investment risk. As a result, we recommend to each individual client a portfolio tailor-made to suit their own specific requirements. Whether you wish to invest for a specific purpose or require growth, income or a combination of both, we provide comprehensive and impartial advice.

Pension planning

After the family home, a pension fund is often an individual’s second most significant asset. lt is vitally important to obtain the right retirement planning advice as early as possible whether you are employed, self-employed, a partner or a company director. Clayden Financial can assist; explaining how any existing plans work, reviewing your pensions in relation to your retirement objectives and managing the plans going forward.

At retirement

Changes to pension legislation have made planning for retirement more complicated. Completely impartial, Clayden Financial can advise on appropriate plans for your current needs and circumstances and review any existing pensions. At retirement age we can also advise on annuities, income drawdown and other options including accessing tax-free cash to ensure that your income at retirement is maximised.

Coronavirus

Continuing to support you through these difficult and uncertain times

In line with the Government’s request to adhere to social distancing guidelines, our advisers and many of our support staff are undertaking their duties from home.  Our Belstead office is operating with reduced staffing and remains closed to clients during this “lock-down” period. Our service to you will continue with little change, however, given our staff are not working together at the same location some activities will take longer, so we ask you to continue to bear with us.

We are able to communicate by telephone and email. If you wish to contact us you can call our usual landline number of 01473 730090. Please note that calls are being diverted to another landline which means we will have less capacity to deal with multiple calls.  As an alternative to calling please continue to use our contact form which is being monitored.

Any meetings are arranged by advisers on an individual basis and if you wish to communicate directly with your particular adviser their details are below:

Leigh Clayden   Martin Cornell   Adrian Firth   Karen Last

 

Most importantly, please follow the Government’s guidelines, remaining at home where possible, and stay safe.

Our very best wishes and let’s hope that we can all return to normal before too long.

 

Meet our experts

Don’t just take our word for it...

Karen, now the dust has settled and everything has gone through I would just like to say a very special thank you for everything you have done for us.  We couldn’t have done this without your expertise and professional knowledge, you have made a real difference to our lives.


Peter Fox

I couldn’t receive a better service from the personal attention given to me by Leigh Clayden and Chris McGlone and I thank them personally for their help.

Pete Lawson UK citizen in South Africa


Pete Lawson

I’ve been in the financial service industry for over 40 years.  During these years while serving on the board of my last company I  recruited many brokers. I would like to think that I know what professional brokers look like and how they deal with their customers. They must bring credibility and provide an honest professional service to satisfy my needs.

Leigh and his company can be proud of their interactions with me. I have complete trust in Leigh. Despite the ongoing uncertainties in the Global and UK Economies, I have trusted his advice for many years. I feel so comfortable with Leigh’s advice that I have given Leigh friends’ names as I am happy to recommend him for potential business.

Bob Wright Retired HR & Training and Development Director


Bob Wright