About Chase Asset Management - Stockport

CHASE ASSET MANAGEMENT - INDEPENDENT FINANCIAL ADVISERS & WEALTH MANAGERS IN STOCKPORT, CHESHIRE.

Chase Asset Management Ltd was formally authorised by the Financial Conduct Authority on the 1st July 2010 and provides wealth management services and impartial financial advice to both individuals and business.

The three founding advisers of the company were formerly advisers of the firm of A J Smith & Company Ltd based in Stockport and the three members of the administrative team at Chase were all previous employees of A J Smith & Company Ltd.

We are directly regulated by the Financial Conduct Authority and as Financial Advisers we act on behalf of our clients and are bound by our regulators to offer best advice, which complies with the concept of “suitability”. This helps to ensure that the right advice is given and the most suitable products and services that meet the client’s specific requirements are identified and recommended.

Services Offered

We are able to offer advice on all aspects of personal financial planning including:-

  • Pension & Retirement Planning
  • Family Protection
  • Lump Sum Investment
  • Regular Savings
  • Life Assurance
  • Income Protection
  • Inheritance Tax Mitigation
  • Mortgages 

All registered individuals (Advisers) hold the Certificate of Financial Planning and engage in a documented continuous Professional Development program under current Financial Conduct Authority training and competence rules.

Our Services

As Independent Financial Advisers we are able to access the whole financial market to provide flexible and suitable solutions to meet our client`s needs, our objective is to plan for our clients` long term financial security.

With the level of experience and expertise within our firm, our advisers are able to provide help for individuals with differing circumstances, ages, resources and requirements.

Individuals

We offer holistic, independent and bespoke advice to our clients.

We take our clients through a process where we look both to understand what their needs are and how best to structure their finances in order to achieve their requirements and financial goals.

We always ensure that our recommendations are personalised to individuals` particular circumstances.

Corporate

Chase Asset management works with SME companies, offering independent and tailored employee benefit schemes to organisations depending on their needs.

We realise that key members of a business team are often important asset and we design solutions both directors and employees to protect these assets. 

We can assist company roll out innovative, cost effective solutions, covering a complete range of employee benefits that can help draw, encourage and keep employees. 

The Financial Conduct Authority does not regulate Taxation advice, Bridging Finance, Trust advice and some forms of Mortgages and Loans.

 

 

For more impartial financial advice feel free to call us on 0161 441 1200 or click here to contact us via email