CLAYTON HOLMES NAISBITT FINANCIAL CONSULTANCY - Key Persons


Adam Firth

Job Titles:
  • Financial Consultant
  • Financial Consultant BA ( Hons ) DipPFS

Adam O'Melia

Job Titles:
  • Chartered Financial Planner & Financial Consultant APFS

Alex Cowell

Job Titles:
  • Senior Paraplanner BA ( Hons ) DipPFS

Alison Beardsell

Job Titles:
  • Chartered Financial Planner & Financial Consultant

Andrew Gibson

Job Titles:
  • Finance Manager

BA(Hons) APFS

Job Titles:
  • Chartered Financial Planner & Financial Consultant

Ben Grey

Job Titles:
  • Financial Consultant
  • Financial Consultant DipPFS, Cert CII ( MP & ER )

Chantelle Davies

Job Titles:
  • Marketing and Communications Coordinator BA ( Hons )

Daniel Cook

Job Titles:
  • Consultant Support

Daniel Lees

Job Titles:
  • Senior Financial Consultant DipPFS Cert CII ( MP )

David Sharples

Job Titles:
  • Senior Business Development Consultant

Deanda King

Job Titles:
  • Senior Paraplanner DipPFS

Deborah Tate

Job Titles:
  • Chartered Financial Planner & Associate Financial Consultant FPFS Cert CII ( MP )

Emma Bolt

Job Titles:
  • Senior Paraplanner DipPFS, Cert CII ( FS )

Ethan Conboy

Job Titles:
  • Business Administrator

Francess Carr

Job Titles:
  • Finance Officer

Gillian Hudson

Job Titles:
  • Consultant Support

Graham Burton

Job Titles:
  • Training and Competence Supervisor

Gurpreet Singh

Job Titles:
  • Consultant Support

Howard Tallant

Job Titles:
  • Executive
  • Financial Consultant
  • Executive Financial Consultant DipPFS

Jodie Brunskill

Job Titles:
  • Senior Consultant Support

Johnny Newell

Job Titles:
  • Financial Consultant
  • Financial Consultant DipPFS

Jonathan Gibson

Job Titles:
  • Operations Manager

Kath Gambles

Job Titles:
  • Compliance Officer

Kathryn Ryan

Job Titles:
  • Consultant Support

Laura Benson

Job Titles:
  • Paraplanner

Laura Shaw

Job Titles:
  • Consultant Support

Lauren Ellis

Job Titles:
  • Consultant Support

Lee Clayton

Job Titles:
  • Chartered Financial Planner, Managing Partner ( Financial Consultant ) FPFS, CertPFS ( DM ), Cert CII ( MP & ER ), MCSI

Lisa MacCallum

Job Titles:
  • Receptionist

Liz Sheeran

Job Titles:
  • Compliance Manager

Matt Tallant

Job Titles:
  • Financial Consultant
  • Financial Consultant DipPFS

Matthew Kay

Job Titles:
  • Associate
  • Financial Consultant
  • Associate Financial Consultant DipPFS CeMAP

Olivia Jackson

Job Titles:
  • Senior Consultant Support

Paul Naisbitt

Job Titles:
  • Chartered Financial Planner, Partner ( T & C Supervisor ) APFS, Cert CII ( MP & ER )

Peter Simpson

Job Titles:
  • Financial Consultant
  • Senior Associate
  • Senior Associate Financial Consultant DipPFS

Rajiv Mehta

Job Titles:
  • Associate
  • Financial Consultant
  • Associate Financial Consultant DipPFS Cert CII ( MP )

Richard Crowther

Job Titles:
  • Senior Compliance Officer

Richard M Holmes

Job Titles:
  • Chartered Financial Planner, Partner ( T & C Supervisor ) FPFS, MCSI

Richard Ramsden

Job Titles:
  • Head of Mortgages, Associate Mortgage & Protection Consultant Cert CII ( MP )

Robert Fayolle

Job Titles:
  • Chartered Financial Planner APFS

Rod Ruiters

Job Titles:
  • Consultant Support

Sarah Bingham

Job Titles:
  • Senior Consultant Support

Shannon Burton

Job Titles:
  • Consultant Support

Shehzad Bashir

Job Titles:
  • Associate
  • Financial Consultant
  • Associate Financial Consultant DipPFS

Simon Bingham

Job Titles:
  • Chartered Financial Planner & Senior Financial Consultant FPFS, CertPFS ( DM )

Sophie Thornhill

Job Titles:
  • Chartered Financial Planner, Chartered Wealth Manager, Partner BA ( Hons ), FPFS, FCSI

Stephanie Brown

Job Titles:
  • Senior Consultant Support Cert CII ( MP & SMP )

Steve Ramsden

Job Titles:
  • Head of People, Partner

Susan Moss

Job Titles:
  • Consultant Support

Syed Rizvi

Job Titles:
  • Financial Consultant
  • Financial Consultant BA ( Hons ) DipPFS