Richard Clayton

Richard Clayton Email and Phone Number

Financial Adviser at Richard Clayton Financial Services @ Richard Clayton Financial Services
Leamington, Warwickshire, GB
Richard Clayton's Location
West Midlands, England, United Kingdom, United Kingdom
About Richard Clayton

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.

Richard Clayton's Current Company Details
Richard Clayton Financial Services

Richard Clayton Financial Services

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Financial Adviser at Richard Clayton Financial Services
Leamington, Warwickshire, GB
Employees:
2
Richard Clayton Work Experience Details
  • Richard Clayton Financial Services
    Financial Adviser
    Richard Clayton Financial Services Sep 2014 - Present
    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.
  • Stretton Financial Solutions
    Financial Adviser
    Stretton Financial Solutions May 2013 - Sep 2014
    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.
  • Richard Clayton Financial Services
    Financial Adviser
    Richard Clayton Financial Services Jun 2012 - May 2013
    Leamington Spa
    Working with private clients and my professional connections
  • Honister Partners
    Independent Financial Adviser
    Honister Partners Sep 2001 - Jun 2012
    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

Richard Clayton Skills

Holistic Financial Planning Residential Mortgages Equity Release Income Protection Keyman Protection Shareholder Protection Buy To Let Mortgages Mortgage Protection Family Protection Pensions And Investments Inheritance Tax Planning Investments Wealth Management Retirement Planning Buy To Let Mortgage Marketing Wealth Insurance Retirement Pensions Critical Illness Financial Services Financial Advisory Financial Planning

Frequently Asked Questions about Richard Clayton

What company does Richard Clayton work for?

Richard Clayton works for Richard Clayton Financial Services

What is Richard Clayton's role at the current company?

Richard Clayton's current role is Financial Adviser at Richard Clayton Financial Services.

What are some of Richard Clayton's interests?

Richard Clayton has interest in Books, Training In New Financial Practices, Updating Skills, Fishing, Classic Cars.

What skills is Richard Clayton known for?

Richard Clayton has skills like Holistic Financial Planning, Residential Mortgages, Equity Release, Income Protection, Keyman Protection, Shareholder Protection, Buy To Let Mortgages, Mortgage Protection, Family Protection, Pensions And Investments, Inheritance Tax Planning, Investments.

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