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UK (FCA)
Authorised
MiFID
Authorised since September 2023
Last updated 11 February 2026

CHN Investment Management Ltd

Investment and advice, Holistic financial planner

Location

CHN House, 1 John Charles Way, Gelderd Road, Leeds, West Yorkshire, LS12 6QA

Summary

CHN Investment Management Ltd is a Leeds-based holistic financial planner. It was first authorised by the FCA in 2023. It has permissions related to investments and pensions.

Timeline

31 January 2025

Role appointment: [FCA CF] Functions requiring qualifications (Mr Richard Matthew Holmes)

10 January 2025

Permission update: Arranging deals in investments

10 January 2025

Permission update: Arranging safeguarding and administration of asset

Firm permissions

Designated Investment Business
Latest financial accounts
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Key people

SMF1 Chief Executive

Mr Lee Michael Clayton

email@company.com+44 20 0000 0000

SMF16 Compliance Oversight

Mr Lee Michael Clayton

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Mr Lee Michael Clayton

email@company.com+44 20 0000 0000

SMF3 Executive Director

Peter Francis Simpson

email@company.com+44 20 0000 0000

SMF3 Executive Director

Miss Sophie Frances Thornhill

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Lee Michael Clayton

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Paul Stuart Naisbitt

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Richard Matthew Holmes

email@company.com+44 20 0000 0000

CPD14 - Managing investments

Mr Richard Matthew Holmes

email@company.com+44 20 0000 0000

CPD14 - Managing investments

Miss Sophie Frances Thornhill

email@company.com+44 20 0000 0000

The Chartered Institute for Securities and Investment (CISI)

Miss Sophie Frances Thornhill

email@company.com+44 20 0000 0000

The Chartered Insurance Institute (CII)

Mr Richard Matthew Holmes

email@company.com+44 20 0000 0000

[FCA CF] Functions requiring qualifications

Mr Eliot James Wilkinson

email@company.com+44 20 0000 0000

[FCA CF] Functions requiring qualifications

Mr Richard Matthew Holmes

email@company.com+44 20 0000 0000

[FCA CF] Functions requiring qualifications

Miss Sophie Frances Thornhill

email@company.com+44 20 0000 0000

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