About Us

Ever since the Financial Services and Markets Act 2000, Independent Financial Advisers have assumed much greater responsibility for the accuracy of the advice they provide.

In the field of corporate and personal financial planning, advice has to be more than simply impartial. It has to be the best possible advice you can get. Professionalism, efficiency, thoroughness and integrity are all key factors which you need from the financial advisers you choose.

At Clay Rogers & Partners Ltd, our service is built on a dedication to professionalism, which has seen our business grow almost exclusively by acquisition and referrals from highly satisfied clients - many of them owner-managed businesses who appreciate the personal touch, which only a tight knit team can provide.

In addition, we have steadily built our reputation amongst the professional community and have developed strong links with numerous firms of accountants and solicitors who are keen to make sure that their clients are in good hands.

Our Process

Before we make a recommendation, we take a consultative, one to one approach in order to gather as much information as possible. We can then identify a client's needs precisely before tailoring a plan to meet agreed objectives.

Currently, there is a bewildering choice of companies who provide pensions, life assurance, unit trusts, investment and savings plans. With new providers being launched weekly - particularly in the fields of investment, pensions and long-term care - the options for the investor are becoming increasingly complex.

Our Recommendations

Our recommendations are created using software based research systems, coupled with a degree of subjectivity developed from a sound knowledge of the market place to add that personal touch. In our view, such a system is essential for any modern day adviser who wants to be certain of providing the highly detailed analysis of the market place, which today's increasingly sophisticated investors require.

Our Services

Clay Rogers & Partners Ltd - The professional's choice for

- Executive and Group Pension Schemes
- Small Self Administered Pension Schemes
- Personal Pension Plans
- Stakeholder Pensions
- Phased Retirement and Income Drawdown
- Keyman Insurance
- Shareholder and Partnership Protection
- Disability and Critical Illness Schemes
- Long Term Care
- Personal Financial Planning Advice
- Capital Investment Planning
- Individual Savings Accounts
- Life Assurance
- Commercial and Personal Mortgage Finance