Clayton Holmes Naisbitt Financial Consultancy LLP

Clayton Holmes Naisbitt Financial Consultancy LLP is a truly Independent Financial advisory firm based in Leeds. The firm was born from the experience and knowledge gained from our Founders, having worked within the financial sector for over two decades. All the senior members qualified and worked within both private and corporate banking for a major retail and corporate bank. Since the creation of the business we have consistently grown and now boast some of the best back office and advisory staff in their given field. With an ever increasing number of clients who have all benefited from our services we are proud to report excellent retention records. Staying in touch with the wealth and diversity of financial planning options on the market isn’t always easy. Financial products offering new opportunities are continually being introduced. As independent financial advisors (IFA), at Clayton Holmes Naisbitt Financial Consultancy LLP we keep up to date with this evolving market on your behalf. We make sure that as our client you receive financial planning advice that equips you to make informed decisions to improve your financial situation. From our offices in Leeds, our IFAs take a personal approach to wealth management. We get to know you, your financial circumstances and your attitude to risk. Only then will we develop a financial plan which focuses on your short and long-term wealth management objectives. Our financial planning services include: • Protection • Retirement planning • Investment planning • Mortgages • Will writing* For more information about the financial planning and wealth management services we offer, visit our services page. *Not regulated by the Financial Conduct Authority

Address: 9 Victoria Court, Bank Square, Leeds,West Yorkshire LS27 9SE, United Kingdom

Phone: +44 113 3878 240
FAX: +44 113 3878 243