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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

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

Business disruption and economic uncertainty are becoming normalised

Market Commentary

Business disruption and economic uncertainty are becoming normalised

Research from the Institute of Directors (IoD) found that confidence slipped among business leaders in June. The IoD Directors’ Economic Confidence Index, which measures economic sentiment, fell from -53 in May to -61 in June. Overall, the survey pointed to a weaker outlook for businesses, with revenue expectations dropping from +27 to +11 in June, […]

Consumer confidence and measures of housing sentiment have weakened

Market Commentary

Consumer confidence and measures of housing sentiment have weakened

The latest data from Nationwide shows that house price growth ticked higher in June, with an annual increase of 2.2%, up from 1.7% in May. The month-on-month figures were flat, with no monthly growth in June, although this is an improvement on the decline of 0.6% seen in May. Promisingly, the regional house price data […]

What’s happening around the world is compounding the UK’s low-growth story

Market Commentary

What’s happening around the world is compounding the UK’s low-growth story

The Confederation of British Industry (CBI) has lowered its predictions for UK growth in its latest Economic Forecast. It is expected that UK GDP will grow by 1.1% in 2026 and 0.9% in 2027, down from the CBI’s previous projections of 1.3% and 1.5% respectively. These revised statistics take into consideration the economic uncertainty caused […]

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