Clayton Holmes Naisbitt Financial Consultancy

Independent Financial Adviser 19 Trinity Lane, North Yorkshire, York, YO1 6EL
FCA verified
8th July 2019
We can advise you on
    • Employee benefits
    • Group pensions
    • Group protection
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Long term care
    • Equity release
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
adviser-person
Sarah Dougal DipPFS
Financial Consultant
Where to find us

19 Trinity Lane, North Yorkshire, York, YO1 6EL

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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