Individual Services

Individual-Services

A personal approach to financial planning

Staying in touch with the wealth and diversity of financial planning options on the market isn’t always easy. As Independent Financial Consultants, we keep our clients up to date with this evolving market on their behalf. We make sure that, as our client, you receive financial planning advice that equips you to make informed decisions to improve your financial situation.

Our Consultants take a personal approach to wealth management. We get to know you, your financial circumstances and your attitude to risk.  Only then will we develop a financial plan which focuses on your short and long-term wealth management objectives.

Face-to-face meetings and phone calls are at the heart of your relationship with us. Developing a financial plan that aims to help you reach your goals involves us really getting to know your requirements through preparation, strategic planning and research.

About us

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CHN Financial Consultancy was created from the experience and knowledge gained from our founders, with all 3 of them having previously worked within the financial sector for over two decades.

We are proud that we are able to offer quality and expert advice on many financial matters. All the senior partners qualified and worked with both private and corporate banking for a major retail and corporate bank. Since the creation of the business we have consistently grown and now boast some of the best back office and advisory staff in their given field.

Need advice? Use the contact form or call us on 0113 3878240

Clayton Holmes Naisbitt