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.

• Bradley Crowther-Hirst

  IRN BSC01030

  • [FCA CF] Functions requiring qualifications (2 Mar 2020 to 7 Sep 2022)
  • CF30 Customer (5 Sep 2011 to 14 Jun 2013)
• Christian Charles Blake

  IRN CCB00004

  • CF30 Customer (16 Jan 2014 to 4 Aug 2014)
• Daniel James Lees

  IRN DJL01237

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • [FCA CF] Functions requiring qualifications (since 2 Mar 2020)
  • [FCA CF] Client dealing (since 2 Mar 2020)
  • CF30 Customer (14 Jan 2013 to 8 Dec 2019)
• David Frederick Pollitt

  IRN DFP01033

  • CF4 Partner (AR) (5 Mar 2014 to 10 Nov 2015)
• Deborah Tate

  IRN DXT01489

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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)
  • [FCA CF] Client dealing (since 2 Mar 2020)
  • [FCA CF] Functions requiring qualifications (since 2 Mar 2020)
  • CF30 Customer (8 May 2012 to 8 Dec 2019)
• Graham Burton

  IRN GXB00054

  • [FCA CF] Client dealing (2 Mar 2020 to 18 Jan 2023)
  • [FCA CF] Functions requiring qualifications (2 Mar 2020 to 18 Jan 2023)
  • CF30 Customer (7 Jan 2013 to 8 Dec 2019)
• HELEN ELIZABETH O'CONNOR

  IRN HEO01006

  • CF30 Customer (5 Apr 2011 to 27 May 2011)
• Howard John Tallant

  IRN HJT00001

  • [FCA CF] Functions requiring qualifications (4 Jul 2022 to 24 Jul 2024)
  • [FCA CF] Client dealing (4 Jul 2022 to 24 Jul 2024)
• Janet Elizabeth Comrie

  IRN JED00002

  • [FCA CF] Functions requiring qualifications (2 Mar 2020 to 12 Jul 2021)
  • [FCA CF] Client dealing (2 Mar 2020 to 12 Jul 2021)
  • CF30 Customer (13 Nov 2013 to 8 Dec 2019)
• John Andrew Hughes

  IRN JAH00059

  • CF30 Customer (27 Jan 2014 to 8 Dec 2019)

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

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

No changes recorded yet.