Investing

Saving and investments are an important part of the overall advice we provide to our clients. Depending on the circumstances of individuals, there may be a need for either income or capital growth from their investments. At Chase Asset Management we have advisers who are experienced in providing advice to those who require tailored investment advice and we recommend investment solutions from the whole market using our expertise and research tools.

There are many different types of investments from deposit accounts*, single company shares, Unit Trusts or Open Ended Investment Companies (OEICs) also known as collectives, Investment Trusts, Life Insurance Bonds, Enterprise Investment Schemes*, Venture Capital Trusts* or AIM stocks*.

We review our client’s investments on a regular basis so that the funds being utilised remain suitable, meeting their investments goals, risk profile and changing financial circumstances.

* The Financial Conduct Authority does not regulate these products / services.