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 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 planning. Leigh also specialises in investment and inheritance tax planning advice.
Leigh’s daughter Gemma works as an Administrator and his wife Jane is the firm’s Company Secretary.
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 after leaving a well-respected local accountancy practice where he was the Head of Financial Planning.
With over 20 years’ experience, Adrian has built a reputation for providing easy to understand, impartial advice on all aspects of retirement planning, investments and mortgages (both residential and Buy to Let).
He holds specialist qualifications in Pensions, Investments, Taxation, Mortgage Advice, Long Term Care, Equity Release and Lifetime Mortgages. Adrian also holds a Diploma in Financial Planning and a Statement of Professional Standing from the Chartered Insurance Institute. He has written articles for the finance section of local publications and has a particular interest in ensuring his clients receive a high standard of personal service.
Adv CeMap, Dip FA
Karen has more than 30 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 offers advice to companies about their legal responsibilities in this area. 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 or serious illness. Karen is qualified to give advice on equity release mortgages which enable older clients to release funds from their property.
Karen is a trustee of Action Medical Research for Children, a British medical research 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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