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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

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

Marcus Sumpner

Senior paraplanner

Helen Tebbutt

Senior Consultant Support

Hannah Schofield

Senior 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 world ahead is more uncertain

Market Commentary

The world ahead is more uncertain

Investors turned their attention to Sintra, Portugal last week, for the European Central Bank’s (ECB) Annual Forum. Key monetary policymakers from around the globe, including Federal Reserve Chair Jerome Powell, ECB President Christine Lagarde, Bank of England (BoE) Governor Andrew Bailey and Bank of Japan Governor Kazuo Ueda, gathered together to exchange insights and strategies […]

Realistic pricing will remain key in the coming months

Market Commentary

Realistic pricing will remain key in the coming months

Average asking prices dipped by 0.3% in June, according to Rightmove’s June 2025 House Price Index. The dip suggests an unusual seasonal decline as sellers respond to heightened competition and affordability pressures. The £1,277 drop brings the average new seller asking price to £378,240, reversing the record highs seen in April and May. Rightmove noted […]

The world is highly unpredictable

Market Commentary

The world is highly unpredictable

Last week, the Bank of England (BoE) retained Bank Rate at 4.25%. The BoE’s Monetary Policy Committee (MPC) was split, with three members voting for a 0.25 percentage point cut to 4% and six members supporting no change. Despite the decision, BoE Governor Andrew Bailey insisted rates are on a “gradual downward path” before adding, […]

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