Clayton Holmes Naisbitt Financial Consultancy LLP

Independent Financial Adviser 9 Victoria Court, Bank Square, Morley, Leeds, West Yorkshire, LS27 9SE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Lee Clayton Chartered Financial Planner, APFS, Certs CII (MP & ER)
Managing Partner (Financial Consultant)
Accreditations
Chartered Financial Planner
Where to find us

9 Victoria Court, Bank Square, Morley, Leeds, West Yorkshire, LS27 9SE

Contact 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)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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