Clayton Holmes Naisbitt Financial Consultancy LLP
CH
Financial Advisors
Clayton Holmes Naisbitt Financial Consultancy LLP
CHN House, Leeds LS12 6QA
# Clayton Holmes Naisbitt Financial Consultancy LLP
Clayton Holmes Naisbitt Financial Consultancy is a Leeds-based financial advisory firm serving private individuals and businesses across the UK. With two decades of experience and a team boasting an average of over 10 years in financial services, they provide comprehensive guidance across personal and corporate financial management.
For personal clients, they offer retirement planning, mortgage advice, tax and estate planning, investment management, personal protection insurance and will preparation. Their business services encompass workplace pension schemes, corporate protection, employee benefits packages, succession planning and retirement advice tailored for business owners.
What distinguishes CHN is their award-winning customer service commitment, recognised through multiple industry accolades including Director of the Year and Financial Adviser Team of the Year awards. Their consultants combine deep technical expertise with a bespoke approach, recognising that financial circumstances are rarely one-size-fits-all. Rather than generic solutions, they craft tailored strategies aligned to individual circumstances and business objectives.
Whilst proudly rooted in Yorkshire, their geographical reach extends nationwide, with specialist consultants in London and across the country. This combination of local knowledge and national reach enables them to serve clients with complex requirements, from high-net-worth individuals to established business owners planning succession. The firm's emphasis on keeping clients informed about market evolution ensures advice remains current and actionable, empowering informed decision-making rather than merely implementing predetermined strategies.
Clayton Holmes Naisbitt Financial Consultancy is a Leeds-based financial advisory firm serving private individuals and businesses across the UK. With two decades of experience and a team boasting an average of over 10 years in financial services, they provide comprehensive guidance across personal and corporate financial management.
For personal clients, they offer retirement planning, mortgage advice, tax and estate planning, investment management, personal protection insurance and will preparation. Their business services encompass workplace pension schemes, corporate protection, employee benefits packages, succession planning and retirement advice tailored for business owners.
What distinguishes CHN is their award-winning customer service commitment, recognised through multiple industry accolades including Director of the Year and Financial Adviser Team of the Year awards. Their consultants combine deep technical expertise with a bespoke approach, recognising that financial circumstances are rarely one-size-fits-all. Rather than generic solutions, they craft tailored strategies aligned to individual circumstances and business objectives.
Whilst proudly rooted in Yorkshire, their geographical reach extends nationwide, with specialist consultants in London and across the country. This combination of local knowledge and national reach enables them to serve clients with complex requirements, from high-net-worth individuals to established business owners planning succession. The firm's emphasis on keeping clients informed about market evolution ensures advice remains current and actionable, empowering informed decision-making rather than merely implementing predetermined strategies.
Services offered
Retirement PlanningMortgagesTax & Estate PlanningPersonal Protection InsuranceInvestmentsWillsWorkplace PensionsCorporate ProtectionEmployee BenefitsSuccession & Exit Planning