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.

We provide a high quality service covering all forms of financial advice for private clients. You can be confident that your financial plans are being reviewed regularly by a well-qualified and diligent financial adviser. Most importantly, advice you are provided with will be completely impartial and without bias towards a particular product or supplier. Our advisers and support staff are warm, friendly and very happy to answer questions.

Meetings are arranged by advisers on an individual basis and if you wish to communicate directly with your particular adviser please click below:

Leigh Clayden   Martin Cornell   Adrian Firth   Karen Last   Nick Wilson

 

Meet our experts

Don’t just take our word for it...

Karen, further to the successful conclusion of my equity release application, I would like to take this opportunity to thank you for your support throughout.  The sensitive, yet open and courteous manner with which you dealt with me and my situation at every turn was much appreciated.  You gave me balanced information, outlining all the pros and cons involved, and the clarity of your impartial advice greatly aided my decision-making.


CR, Manningtree

Nick, as you may know, we moved house last Friday and are now happily ensconced in our new home. We just wanted to say thank you for all of your help in getting us to this point – we are very grateful for all of your assistance and guidance, especially as this has been a somewhat prolonged process involving two houses! We would not be in this position without your help, so thank you.  Best wishes.


Eleanor Fraser and James Poole, London barristers

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