- Pension planning
- At retirement planning
- Equity Release
- Inheritance tax planning
- Long Term Care
- Pensions and Divorce
- Business protection
- Tax Planning
Clayden Financial utilises sophisticated systems, which enable us to provide a portfolio of investments that aim to complement each person’s attitude to investment risk. As a result we will recommend to each individual customer a portfolio tailor-made to suit their own specific requirements, and attitude to investment risk.
Common investments include:
- Unit trusts/Open ended investment companies
- Investment bonds
- Investment trusts
Our aim is to help you achieve your goals in a world of investment choice. You may require advice for growth or income, or a combination of both.
Are you investing for a specific purpose?
- A better potential return?
- Wedding, holiday, children’s savings/schooling?
- Greater cash and income in retirement?
Whatever your investment needs, we aim to assist you.
It should be remembered that past performance is no guarantee of future returns and the price of units and the income from them can fall as well as rise. The value of unit-linked investment is not guaranteed and you may not get back the full amount investment.
At Clayden Financial we take a common sense approach towards investing your money and at the heart of our decisions are your requirements, your objectives and your goals. We aim to make it less daunting by explaining everything to you in clear plain English. Above all, our aim is to provide you with a very personal straightforward investment offering. After finding out your goals, objectives and your appetite for investment risk we will design a portfolio to suit your requirements.
Clayden Financial then offers you three choices of monitoring service and these are as follows:
Wealth Management Service
Your money will be monitored on a very regular basis. Every 3 months we will update you on the progress of your money. More importantly, we will give you guidance and advice on whether any changes need to be made to the way in which your money is invested. You will receive at least one face-to-face meeting per annum where your goals, attitude to risk and plans for the future will be reassessed to ensure that we are constantly investing your money in accordance with your wishes.
This is similar to the Wealth Management Service. We report back to you on an annual basis, again offering a face-to-face meeting to reassess your goals and appetite for risk and ensuring that your investments continue to be placed in accordance with your requirements.
Common investments include ISAs, Unit Trust, Open Ended Investment Companies (OEICs), Onshore and Offshore Investment Bonds, and Investment Trusts.
Our aim is to help you achieve your goals in a world of investment choice. You may require advice for growth or income or a combination of both.
For those clients that would like a lighter touch, our Economy Service will provide you with an annual report. This service is really designed for clients who want a less hands-on service from Clayden Financial but for us to be available when you require changes or adjustments to your plans.
It should be remembered that past performance is no guarantee of future returns and the price of units and the income from them can fall as well as rise. The value of unit-linked investment is not guaranteed and you may not get back the full amount invested.