Our Approach

At CHN Financial Consultancy, we are with you throughout your life’s journey, consistently adapting our services to suit your ever-changing circumstances and needs.

About Us

Back to our team

Emma Bolt

Senior Paraplanner

0113 3878240

emma@chnfc.co.uk

Based in Leeds

Get to know Emma

Find out about our team members.

What do you enjoy most about the work you do?

The variation in terms of actual processes involved in the role and the wide range of clients and products we deal with.

How do you like to start your day?

A shower and a coffee (or 3) before I can even function. When I log on the first thing I do is go through all of my emails and then figure out whether any of those emails have changed my plan for the day – yes is usually the answer to that!

What’s one of your favourite memories from the past year?

Getting engaged in Paris to my partner of 6 years and planning our wedding in France.

What’s something you’re proud of?

Getting my DipPFS and qualifying as Paraplanner. It took 2.5 years of intensive study and dedication. Living as a single mum at the time I had to carefully plan my study around work and the children, but I was absolutely determined and it felt like such a relief when I passed the final exam.

Where would you be right now if you had zero obligations and money didn’t matter?

Continually traveling, in style of course, and indulging in amazing food and drinks along the way.

What’s on your bucket list?

To go and watch a full cricket test match in Sri Lanka.

Hear what our clients say about CHN

CHN Financial Consultancy have always put our interests first by giving both of us sound, clear advice with no obligation to buy into services they recommend. All our questions are answered with clarity which is important in the financial world where attention to detail is vital. We would not hesitate to recommend them to anyone looking for sound financial advice.

Stasha & Peter — CHN Client

I found the services of CHN very helpful when approaching retirement. I was advised how i could consolidate a number of pension pots and transfer the money to a new provider which would allow draw down. Following my authorisation CHN made these changes ‘painlessly’ on my behalf. Additionally, each financial year they assist me with the draw down process. Crucially, this has enabled me to maximise my retirement income, remaining just below the 40% income tax threshold. This was the goal I had requested when I first contacted the company.

David Thewlis — CHN Client

On behalf of my husband Peter and I, we would like to commend you for the service that we have received from CHN. For the highly professional, prompt, friendly and efficient handling of our financial concerns when we were reviewing our provision for retirement. We will have no hesitation in recommending you to others and look forward to continuing our association.

Joanna Kaye — CHN Client

All Reviews