Clayton Holmes Naisbitt Financial Consultancy

Independent Financial Adviser 19 Trinity Lane, North Yorkshire, York, YO1 6EL
FCA verified
13th August 2018
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Equity release
    • Home reversion
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Sarah Dougal DipPFS
Financial Consultant
Where to find us
About us

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, within both private and corporate banking. From private investment, group pensions and corporate protection to human resources and employee benefits, we aim to provide for all your financial needs and aspirations.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000

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