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

Services

CHN Investment Management Ltd

Our discretionary fund management service

Retirement & Pensions

Helping you plan for retirement

Tax & Estate Planning

Specialist advice on planning for your family’s future

Making your investments work for you

Mortgage & Finance

Making mortgages straightforward

Personal Protection

Protecting you and your family’s future

Guiding you through creating and managing a Will

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Our Approach

Our experienced Independent Financial Consultants offer a range of corporate financial planning business services.

About Us

Services

Work Place Pensions

We provide advice on a wide range of workplace pension schemes

Corporate Protection

Protecting your company's future

Employee Benefits

Boost morale and attract talent with a range of employee benefits

Retirement Planning

Expert advice on personal pensions for business owners

Succession & Exit Planning

Helping you plan for your company’s future

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About Us

At CHN, we offer a range of tailored services to help you plan and protect both your private and corporate financial future.

Learn about CHN and our values

Meet our expert team

Find out what it’s like to work for CHN

Get details of how to find us

Our Charity Support

Proud to support our charity partners

Proud to be recognised as outstanding within the financial advice industry

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News & Insight Our Team

Portal Contact

Portal Contact

Back to our team

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)

lee@chnfc.co.uk

Based in Leeds

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Personal Awards

Get to know Lee

Find out about our team members.

What do you enjoy most about the work you do?

Helping people plan for their future.

What’s a mistake you made early on in your career, and what did you learn from it?

To say no, it’s the hardest word to use, and I don’t like saying no to clients, but sometimes it’s the best advice for all.

What’s the biggest misconception people have about your position?

That it is only for the wealthy, which is not true. People need financial advice at every stage of their life, from cradle to grave.

How do you like to start your day?

Walking the dog.

What’s one thing you’re currently trying to make a habit?

I am trying to make the gym a regular habit at the moment.

What’s your guilty pleasure

Pork pie’s.

Hear what our clients say about Lee

Lee has always put my interest first by giving sound and trustworthy advice. The service and support has always been exceptional and I would not hesitate in recommending him to anyone.

Nick Fozzard — Mortgage Customer

All Reviews

Meet the rest of my team

Daniel Cook

Daniel Cook

Consultant Support

Deanda King

Deanda King

Senior Paraplanner

Emma Bolt

Emma Bolt

Senior Paraplanner

Harry Clayton

Harry Clayton

Consultant Support

Robert Fayolle

Robert Fayolle

Chartered Financial Planner & Senior Financial Consultant

Susan Moss

Susan Moss

Consultant Support

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