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Lee Clayton

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)

FPFS, CertPFS (DM), Cert CII (MP & ER), MCSI

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07798 900307

lee@chnfc.co.uk

What do you enjoy most about the work you do?

Helping people plan for their future.

What’s a mistake you made early on in your career, and what did you learn from it?

To say no, it’s the hardest word to use, and I don’t like saying no to clients, but sometimes it’s the best advice for all.

What’s the biggest misconception people have about your position?

That it is only for the wealthy, which is not true. People need financial advice at every stage of their life, from cradle to grave.

How do you like to start your day?

Walking the dog.

What’s one thing you’re currently trying to make a habit?

I am trying to make the gym a regular habit at the moment.

What’s your guilty pleasure?

Pork pie’s.

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