About us

Chase Wealth Solutions can help you optimise your investment returns whether you have a pension or other investments. We are part of Chase Financial Services, a company with over 20 years experience as an Independent Financial Service Provider. The staff at Chase Wealth Solutions are all highly qualified, with experience in every aspect of providing investment advice and pension advice. At Chase Wealth we:\n\nAre tied to no company or group of companies so we can give truly independent advice and thereby provide a better outcome for you\nUnderstand everyone is an individual so we provide highly tailored solutions to meet your needs\nBring together the experience of specialists in Investments, Pensions, Protection and Mortgages to provide a holistic financial solution for you\nAct ethically, always give honest answers, provide clear charging and excellent service throughout the advice process\nTypically our clients are looking to invest over \u00A320,000 at any one time or they hold investment portfolios over \u00A3100,000 in value. The majority of our clients are looking for:\n\nInvestment and Pension Plans\nWe provide a wide selection of solutions designed to meet your needs:\n\nThe period of time you wish to hold the investment for\nYour need for income and access to your money\nWhether you want safe (generally lower-return) investments or more volatile (generally higher-return) investments\nWhilst others are looking for:\n\nLifestyle Cash Flow Planning\nUsing a sophisticated financial model we look to forecast your financial future. This can provide you with confidence for the future, answering such questions as when you can retire, what will be your income, do you need to save more (or can you save less?).\n\nWhy Chase Wealth and how we work for you\nWhen you choose Chase Wealth as your adviser then you can be sure that you will obtain advice which is suitable for you both at the outset and throughout your life.