lee clayton
open quotes

I’m always amazed that people insure
the material things in life but very
rarely each other. close quotes

Lee Clayton

FPFS Certs CII (MP & ER)
Chartered Financial Planner
Managing Partner
(Financial Consultant)
phone symbol 0113 3878240
mobile symbol 07798 900307
Background

Lee is a founding partner of Clayton Holmes Naisbitt Financial Consultancy LLP. He is a qualified Chartered Financial Planner of the Chartered Insurance Institute and Personal Finance Society. The title Chartered Financial Planner is the most widely accepted “gold standard” qualification available for professional financial advisers in the United Kingdom. Lee acts as both Managing Partner at the firm while also providing regulated financial advice in all areas of financial planning.

Previously, Lee was a Financial Planning Manager for NatWest between 1999 and 2004 before co-founding
the Consultancy.

Areas of Expertise

Retirement Planning, Investment Planning, Equity Release.

Services for Individuals
Services for Businesses
Hobbies

Rugby League, Football, spending time with family

Interesting Fact

I watch “Match of the Day” religiously and haven’t missed a single show for over 8 years.