Here we have included some downloads that you might find useful when dealing with us.

When consulting a financial advisor it is best to have some idea of the process involved and the information that you will need to have to hand.

To help you with this, Clayden Associates have put together a selection of useful downloads to enable you to prepare for your initial consultation with us.

If you require any further information in preparation for your initial consultation, please contact use today and speak to a member of the team.

• About Us
• Planner Profile
• Statement of Professional Standing
• Chartered Financial Planner
• Client Agreement
• Services and Costs
• Client Proposition Summary
• What is RDR?
• RDR Consumer Guide Booklet
• RDR Client Guide
• Getting Financial Advice

Speak to Clayden Associates ... For the good of your wealth