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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

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

Mark Ainsworth

Chartered Financial Planner and 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

Associate Financial Consultant & Chartered Financial Planner

Simon Bingham

Chartered Financial Planner & Senior Financial Consultant

Adam Firth

Senior Financial Consultant

Ben Grey

Financial Consultant

Syed Rizvi

Financial Consultant

Tracey Warrior

Mortgage & Protection Consultant

Zoe Webb

Chartered Financial Consultant

Edward Bean

Financial Consultant

Michael Gouldthorp

Financial Consultant

Alice McLuckie

Practice Manager

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

Hannah Whiteman

Senior Consultant Support

Helen Tebbutt

Senior Consultant Support

James Cartwright

Senior Consultant Support

Jodie Brunskill

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

Kathryn Ryan

Consultant Support

Keabecwe Mokoena

Consultant Support

Laura Green

Finance Assistant

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

The impact of the energy shock on the UK economy remains uncertain

Market Commentary

The impact of the energy shock on the UK economy remains uncertain

Last week, the Monetary Policy Committee voted to maintain Bank Rate at 3.75% for the fifth consecutive meeting. Six members voted to hold rates, while three opted for an increase to 4% – a slight shift from the previous meeting, which saw a majority of 7-2. The decision comes after the latest inflation statistics were […]

I’m just as concerned about the cost of business as I am about the cost of living

Market Commentary

I’m just as concerned about the cost of business as I am about the cost of living

In his first week as Prime Minister, Andy Burnham got straight to work by making policy announcements aimed at offering financial support to individuals and businesses. This included a 20% cut in business rates for pubs, clubs and live music venues. The government expects that the cut, which comes into effect in April 2027, will […]

People are looking for us to deliver and we will

Market Commentary

People are looking for us to deliver and we will

It has been a dramatic week in Downing Street. Following Keir Starmer’s departure from Number 10, Andy Burnham was formally appointed Prime Minister on Monday and quickly set about naming his Cabinet. His arrival makes him the UK’s seventh Prime Minister in just ten years. Burnham officially became the leader of the Labour Party last […]

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