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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

Adam O’Melia

Chartered Financial Planner & Associate Financial Consultant

Deborah Tate

Chartered Financial Planner & Associate Financial Consultant

Matthew Kay

Associate Financial Consultant

Matt Tallant

Associate Financial Consultant

Rajiv Mehta

Associate Financial Consultant

Richard Ramsden

Head of Mortgages, Associate Mortgage & Protection Consultant

Shehzad Bashir

Associate Financial Consultant

Daniel Lees

Senior Financial Consultant

Mark Hopwood

Senior Financial Consultant

Robert Fayolle

Chartered Financial Planner & Senior Financial Consultant

Simon Bingham

Chartered Financial Planner & Senior Financial Consultant

Adam Firth

Financial Consultant

Ben Grey

Financial Consultant

Syed Rizvi

Financial Consultant

Mark Ainsworth

Chartered Financial Planner and Associate Financial Consultant

Tracey Warrior

Mortgage & Protection Consultant

Zoe Webb

Chartered Financial Consultant

Jonathan Gibson

Operations Manager

Liz Sheeran

Compliance Manager

Andrew Gibson

Finance Manager

Alex Cowell

Senior Paraplanner

Deanda King

Senior Paraplanner

Declan Coates

Senior Paraplanner

Emma Bolt

Senior Paraplanner

Richard Crowther

Senior Compliance Officer

Edward Bean

Senior Consultant Support

Hannah Schofield

Senior Consultant Support

Helen Tebbutt

Senior Consultant Support

Jodie Brunskill

Senior Consultant Support

Mtho Dladla

Senior Consultant Support

Olivia Jackson

Senior Consultant Support

Sarah Bingham

Senior Consultant Support

Stephanie Brown

Senior Consultant Support

Adam Saeed

Business Administrator

Daniel Cook

Consultant Support

Francess Carr

Finance Officer

Gillian Hudson

Consultant Support

Harry Clayton

Consultant Support

Kathryn Ryan

Consultant Support

Keabecwe Mokoena

Consultant Support

Laura Green

Finance Assistant

Laura Shaw

Consultant Support

Lindokuhle Khuboni

Consultant Support

Logan Simpson

Consultant Support

Mase Jaarsveld

Compliance Officer

Melissa Bastow

Consultant Support

Sandisiwe Zwane

Consultant Support

Sofia Tate

Consultant Support

Susan Moss

Consultant Support

Vicky Wells

Consultant Support

Romessa Akhtar

Consultant Support

Claudia Holmes

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

Improving the outlook now depends on restoring business dynamism

Market Commentary

Improving the outlook now depends on restoring business dynamism

The latest data from the Office for National Statistics (ONS) shows that the UK economy expanded by 0.1% in the three months to December 2025. This modest growth follows falls of 0.1% recorded in both the three months to November and October 2025. The main driver of GDP growth was the production sector, which grew […]

We now think that inflation will fall back to around 2% by the spring

Market Commentary

We now think that inflation will fall back to around 2% by the spring

In its first meeting of the year, the Monetary Policy Committee (MPC) voted to retain Bank Rate at 3.75%. The MPC was split over the decision, with five members opting to hold the rate and four voting to reduce it to 3.5%. A rate reduction was last made in December 2025, so many analysts were […]

China is a vital player on the global stage and it is vital that we build a more sophisticated relationship

Market Commentary

China is a vital player on the global stage and it is vital that we build a more sophisticated relationship

Keir Starmer visited China last week, becoming the first British Prime Minister to meet with President Xi Jinping in eight years. Britain’s relationship with China has been strained over the last decade, but Starmer is one of many European leaders currently seeking to rebuild ties. US President Trump’s policies are causing some uncertainty in Europe; […]

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