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Richard Clayton is listed as Financial Adviser at Richard Clayton Financial Services, a with 2 employees, based in West Midlands, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Richard Clayton.
Richard Clayton previously worked as Financial Adviser at Stretton Financial Solutions and Independent Financial Adviser at Honister Partners.
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May I take this opportunity to thank you for taking the time out to read my profile. I am very happy to meet to discuss personal or corporate financial needs, aspirations or requirements with the beneft of my 26 plus years experience in financial planning.I provide my clients with the financial advice they need to make informed decisions to create wealth wisely and efficiently. I remind them to take small steps, working towards their financial objectives and reviewing regularly. I have access to other financial specialists, who assist me to realise those financial goals.The first meeting is free and without obligation.Target Audience - People who are serious about Financial Planning for their future security.I`m looking to connect with business owners, families, and individuals who have the desire to move forward with their financial planning - pensions, investments, life assurance, business protection, mortgages, equity release.I encourage my clients to protect the money machine. If it breaks down income ceases and that leads to financial problems. What’s a money machine? It’s the person who puts food on the table. It cannot be repaired like a TV, car or just disposed of and replaced. Protect your income.My specialities include:> Mortgage advice and Buy to Let> Protecting the income stream in the event of illness for the employed, self employed and company directors in a tax efficient manner.> Life assurance, from protecting those you love, to business protection and partnership protection.As a business owner, are you aware of the consequences of the death/serious illness of a fellow shareholder/business partner/key employee?This can be dramatic and could have a serious impact on your business but there are various forms of protection that you could put in place beforehand to cover for this. If you want to know more about how you can protect yourself and your business then get in touch and we can arrange a free consultation.
Listed skills include Holistic Financial Planning, Residential Mortgages, Equity Release, Income Protection, and 20 others.
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Birmingham, United Kingdom
Advising clients in key areas of financial protection, including critical illness cover, life cover (relevant life), income protection, keyman and shared protection in the business market, along with mortgage advice.Working in Association with JHD Financial Services, Chartered Independent Financial Advisers.
Leamington Spa
Advising clients in key areas of financial protection, including critical illness cover, life cover, income protection, keyman and shared protection in the busines market, along with mortgage advice.
Leamington Spa
Working with private clients and my professional connections
Leamington Spa
Entered into Independent Financial Services from a bakcground of a tied agent from Manulife and Canada Life going back to the late 80's. This started with Millfield, which became Bates, and then later Honister.Working with a variety of small and large clients, both commercial and domestic, to advise on all areas of financial services. This included advice in areas such as mortgages, insurance cover, and family protection. In a holistic advisory planning capacity within Financial… Show more Entered into Independent Financial Services from a bakcground of a tied agent from Manulife and Canada Life going back to the late 80's. This started with Millfield, which became Bates, and then later Honister.Working with a variety of small and large clients, both commercial and domestic, to advise on all areas of financial services. This included advice in areas such as mortgages, insurance cover, and family protection. In a holistic advisory planning capacity within Financial Services, my remit was broad at times, but my main area of expertise was within wealth management. Show less
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Richard Clayton works for Richard Clayton Financial Services.
Richard Clayton is listed as Financial Adviser at Richard Clayton Financial Services.
Richard Clayton is based in West Midlands, England, United Kingdom while working with Richard Clayton Financial Services.
Richard Clayton has worked for Richard Clayton Financial Services, Stretton Financial Solutions, and Honister Partners.
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Richard Clayton is listed with skills including Holistic Financial Planning, Residential Mortgages, Equity Release, Income Protection, Keyman Protection, Shareholder Protection, Buy To Let Mortgages, and Mortgage Protection.
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