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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

Andrew Crook

Financial Consultant

Daniel Lees

Senior Financial Consultant

Ben Grey

Financial Consultant

Matt Tallant

Associate Financial Consultant

Adam Firth

Financial Consultant

Syed Rizvi

Financial Consultant

Jonathan Gibson

Operations Manager

Liz Sheeran

Compliance Manager

Andrew Gibson

Finance Manager

Chantelle Davies

Marketing and Communications Coordinator

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

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

Weekly Market Commentary 19.03.2025

Market Commentary

Weekly Market Commentary 19.03.2025

“The economy shrank a little in January but grew in the latest three months as a whole”   The UK economy shrank unexpectedly in January, according to official data released on Friday by the Office for National Statistics (ONS). With a contraction of 0.1%, the economy fared worse at the start of 2025 than analysts […]

Weekly Market Commentary 12.03.2025

Market Commentary

Weekly Market Commentary 12.03.2025

“February’s figures highlight the delicate balance within the UK housing market”   The most recent House Price Index data from Halifax released on Friday showed an unexpected fall of 0.1% in February; a Reuters poll of economists had expected a 0.3% uptick in the month. Amanda Bryden, Head of Mortgages at Halifax said, “The typical […]

Weekly Market Commentary

Market Commentary

Weekly Market Commentary

A trade deal between the UK and US could be agreed “very quickly,” President Donald Trump said at a White House press conference with Prime Minister Keir Starmer. The President suggested the UK may avoid the tariffs imposed on other trading partners, raising hopes of a favourable agreement. The Prime Minister presented President Trump with […]

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