Clayton Holmes Naisbitt Financial Consultancy LLP

• Principal Place of Business

  CHN House

  1 John Charles Way

  Gelderd Road

  Leeds

  West Yorkshire

  LS12 6QA

  UNITED KINGDOM

  Phone

  +4401133878240

  Web

  https://www.chnfc.co.uk

• Complaints Contact

  CHN House

  1 John Charles Way

  Gelderd Road

  Leeds

  West Yorkshire

  LS12 6QA

  UNITED KINGDOM

  Phone

  +4401133878240

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Professional, Retail (Investment)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling which is provided in connection with investment advice and buy to let mortgages.
  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Consumer Loans

  Show 1 limitation Hide limitations

  • · Limited to lending that is in connection with the repayment of fees which are only for ongoing services or regular premiums.

• Loan Servicing

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• . Clayton Holmes Naisbitt Limited

  IRN XXC01275

  • SMF27 Partner (9 Dec 2019 to 15 Jun 2021)
  • CF4 Partner (3 Apr 2014 to 8 Dec 2019)
• Adam Luke Firth

  IRN AXF00375

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2022)
  • [FCA CF] Client dealing (since 1 Oct 2022)
• Adam Scott O'Melia

  IRN ASO01035

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 27 Sep 2021)
  • [FCA CF] Client dealing (since 27 Sep 2021)
• Alexander Cowell

  IRN AXC20055

  • [FCA CF] Client dealing (29 Jul 2021 to 17 May 2023)
  • [FCA CF] Functions requiring qualifications (29 Jul 2021 to 17 May 2023)
  • CF30 Customer (1 Oct 2019 to 8 Dec 2019)
• Alison Margaret Beardsell

  IRN AMB01281

  • [FCA CF] Client dealing (9 May 2023 to 29 Nov 2024)
  • [FCA CF] Functions requiring qualifications (9 May 2023 to 29 Nov 2024)
• Andrew Askwith

  IRN AXA02972

  • CF30 Customer (27 Jul 2014 to 8 Dec 2019)
• Andrew David Crook

  IRN AXN43160

  • [FCA CF] Client dealing (31 Oct 2024 to 9 Sep 2025)
  • [FCA CF] Functions requiring qualifications (31 Oct 2024 to 9 Sep 2025)
• Andrew John Lumley-Holmes

  IRN AJL01198

  • [FCA CF] Client dealing (1 Nov 2021 to 3 May 2022)
  • [FCA CF] Functions requiring qualifications (1 Nov 2021 to 3 May 2022)
• Belinda Ethel Middleton

  IRN BXM00134

  • CF30 Customer (30 Jul 2010 to 12 May 2011)
• Benjamin James Grey

  IRN BXG91698

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 16 Jan 2023)
  • [FCA CF] Functions requiring qualifications (since 7 Jun 2021)

• Burrow & Crowe Wealth Management LLP (no longer appointed)

  FRN 616474 · Appointed 27 Feb 2014 · Until 12 Nov 2015

No changes recorded yet.