Our four advisers at Clayden Financial have many years of experience in Financial Services, and some of our advisers hold Advanced Financial Planning Certificates, Chartered Insurance Institute membership and Long Term Care, Equity Release and full mortgage qualifications. We like to build and maintain good relationships with our clients and offer the flexibility to work for you in the way you prefer.
We also have eight experienced office administrators providing support to the advisers.
CeMAP, Dip PFS
Leigh started the company in 1994, having spent 18 years with a major UK insurance company Guardian Royal Exchange as a senior sales consultant. He holds additional specialist qualifications set by the Chartered Insurance Institute, which enable him to offer the highest level of advice on pension transfers, pension fund withdrawal and all areas of retirement planning, including Self Invested Personal Pensions (SIPP).
This allows the firm to offer advice in all areas of SIPP planning including commercial property purchase. Leigh also specialises in investment and inheritance tax planning advice.
Leigh’s daughter Gemma works as an Administrator and his son Ashley has recently joined the company as a trainee Financial Adviser having spent many years working in the City for well-known companies such as Legal & General Investment Management, Standard Life Investments and 7IM.
Martin joined the firm in 2008, having become an Independent Financial Adviser in 2005. Prior to this he had spent 21 years in financial services working for well-known UK companies such as Standard Life, Aviva and Barclays.
He is highly skilled, holding specialist qualifications in pensions, investments, taxation, trusts, long term care and equity release, enabling him to give full and in-depth advice. He has SOLLA accreditation (Society of Later Life Advisers). Those advisers who have taken the further steps necessary to become independently accredited by SOLLA can offer the added reassurance that they provide the practical help and guidance needed to help clients make the right decisions at the right time.
Dip PFS, CII (MP & ER), CeMAP
Adrian joined Clayden Financial in September 2013, following 10 years’ service at an award winning regional Chartered Accountancy firm, where he was the Head of Financial Planning and Compliance Officer.
Over the past 27 years he has built an unrivalled reputation for providing impartial advice that is easy to understand. He is dedicated to the financial wellbeing of every client and, after identifying their needs and goals, will recommend suitable and achievable solutions.
With a wealth of knowledge and specialist qualifications in pre and post retirement planning, investments, taxation, mortgages (buy to let and residential), long term care, equity release and lifetime mortgages, Adrian often identifies planning areas that may have previously been overlooked and, as a result, has built long term relationships with his clients and their families.
He holds a Diploma in Financial Planning and a Statement of Professional Standing from the Chartered Insurance Institute and has written articles for the finance section of local publications.
Karen Last, Dip FA, Adv CeMap
Karen has more than 40 years’ experience in the financial services industry. She is passionate about building long-term relationships with clients by providing sound, practical advice which is not influenced by fee income or quick, fragile solutions. She provides a personal and efficient service covering a wide range of advice.
Karen specialises in pre and post retirement planning for individuals and company owners. She can advise on how to make the most of your savings and also how to protect your family or business from the sad effects of death, accident or serious illness. Karen is qualified and very experienced in giving advice on equity release mortgages which enable older clients to release funds from their property, as well as more traditional mortgages for all ages.
Karen is pleased to be a trustee of Action Medical Research for Children, a national charity that focuses on funding research to prevent and treat disease and disability in babies and children. Visit www.action.org.uk.
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Clayden Financial is a trading name of Clayden Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority.
Registered in England Number 4818937. Registered Office: 1 Constable Court, The Street, Belstead, Ipswich, IP8 3LY.
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