Carl Clayton
DipPFS CeMAP
I provide bespoke advice and place the client at the heart of everything I do. In my experience, no two clients are the same and I therefore ensure that I understand your personal or business objectives and deliver solutions that are right for you.
About
Based in Staincross, I provide wealth management advice to clients across Yorkshire and more widely throughout the North of England.
I have been providing financial advice for over 15 years and for the last 11 years I have specialised in providing advice to high net worth professionals and the financial care of medical professionals. I have developed an acute knowledge of pension planning and have specialist knowledge of the various NHS pension schemes.
In line with my background of working with professionals, I have focussed on developing the breadth and depth of my knowledge and I am now fully qualified as a Trusts* and Estate Planning Partner. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning, Retirement Planning and Protection Planning.
I am committed to ensuring that my industry knowledge always remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing long lasting personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, I like to keep fit by regularly mountain biking at trail centres nationwide and spending time outdoors, usually in the peak district, with my family and two daughters.
Charity is also important to me and I regularly participate in sporting events to raise funds and awareness of local charities.
We do not provide off the shelf solutions, but we offer the benefit of a single relationship that covers all of your financial planning needs. We strive to offer the very best service in order to develop a long-term relationship with you.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
