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Meet Our Team of Experts

CHN Financial Consultancy was born from the experience and knowledge gained from our founders, who all worked within a major bank in both private and corporate sectors. Since the creation of the business we have consistently grown and we now have some of the best advisory and back office staff in their given field.

Our partners are committed to maintaining the high standards our clients have come to expect.

With the majority being active advisers and company founders, they set the standard for excellence within CHN.

Their motivation behind all of this is to ensure the best possible outcome for you every time you need us.

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)

Richard M Holmes

Chartered Financial Planner, Partner (T & C Supervisor)

Paul Naisbitt

Chartered Financial Planner, Partner (T&C Supervisor)

Sophie Thornhill

Chartered Financial Planner, Chartered Wealth Manager, Executive Financial Consultant, Partner

Steve Ramsden

Head of People, Partner

Peter Simpson

Executive Financial Consultant, Partner

Shehzad Bashir

Associate Financial Consultant

Matthew Kay

Associate Financial Consultant

Rajiv Mehta

Associate Financial Consultant

Richard Ramsden

Head of Mortgages, Associate Mortgage & Protection Consultant

Deborah Tate

Chartered Financial Planner & Associate Financial Consultant

Simon Bingham

Chartered Financial Planner & Senior Financial Consultant

Adam O’Melia

Chartered Financial Planner & Associate Financial Consultant

Myles Locke

Chartered Financial Planner & Financial Consultant

Robert Fayolle

Chartered Financial Planner & Senior Financial Consultant

Daniel Lees

Senior Financial Consultant

Ben Grey

Financial Consultant

Matt Tallant

Associate Financial Consultant

Adam Firth

Financial Consultant

Syed Rizvi

Financial Consultant

Mark Hopwood

Senior Financial Consultant

Jonathan Gibson

Operations Manager

Liz Sheeran

Compliance Manager

Andrew Gibson

Finance Manager

Richard Crowther

Senior Compliance Officer

Emma Bolt

Senior Paraplanner

Deanda King

Senior Paraplanner

Alex Cowell

Senior Paraplanner

Stephanie Brown

Senior Consultant Support

Olivia Jackson

Senior Consultant Support

Sarah Bingham

Senior Consultant Support

Jodie Brunskill

Senior Consultant Support

Susan Moss

Consultant Support

Melissa Bastow

Consultant Support

Sofia Tate

Consultant Support

Kathryn Ryan

Consultant Support

Logan Simpson

Consultant Support

Daniel Cook

Consultant Support

Laura Shaw

Consultant Support

Gillian Hudson

Consultant Support

Keabecwe Mokoena

Consultant Support

Sandisiwe Zwane

Consultant Support

Mase Jaarsveld

Compliance Officer

Francess Carr

Finance Officer

Laura Green

Finance Assistant

Adam Saeed

Business Administrator

Mtho Dladla

Senior Consultant Support

Harry Clayton

Consultant Support

Helen Tebbutt

Senior Consultant Support

Hannah Schofield

Senior Consultant Support

Lindokuhle Khuboni

Consultant Support

Want to join the team?

Want to join the team?

We’re always on the lookout for talented people to join our growing team at CHN Financial Consultancy. Whether you’re an experienced professional or just starting out, we offer a supportive environment where you can develop your skills and make a real impact.

Latest news & insight

‘Finding the right balance in uncertain times’

Market Commentary

‘Finding the right balance in uncertain times’

The Organisation for Economic Co-operation and Development’s (OECD’s) latest Economic Outlook, released last week, projects global growth of 3.2% this year, easing to 2.9% by 2026, following growth of 3.3% in 2024. The slowdown reflects the drag from rising tariffs and persistent policy uncertainty, which are weighing on trade and investment. The report, ‘Finding the […]

“We’re not out of the woods yet”

Market Commentary

“We’re not out of the woods yet”

The Monetary Policy Committee (MPC) voted to retain Bank Rate at 4% during its September meeting last week, following a 0.25 percentage point cut in August. This outcome was in line with expectations, as last week’s data from the Office of National Statistics (ONS) found that inflation remained at 3.8% in August. The MPC outline […]

“In the latest month, GDP showed no growth, with increases in services and construction offset by falls in production”

Market Commentary

“In the latest month, GDP showed no growth, with increases in services and construction offset by falls in production”

The latest figures from the Office for National Statistics (ONS) show that the UK economy flatlined in July, with no growth recorded. This is in line with expectations and follows gross domestic product (GDP) growth of 0.4% in June. ONS highlighted that monthly growth rates can be volatile, so it recommends referring to the three-month […]

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