Chase Asset Management

Chase Asset Management

Chase Asset Management locationMilnthorpe, Cumbria

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

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.

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.

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

  • 2 hires on
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Chase Asset Management Location

11 Bela Ave, Milnthorpe LA7 7QT, UK

Chase Asset Management Q&A

Chase Asset Management Q&A

What do you love most about your job?

I love being able to help members of the public to achieve their Financial Goals, whether this is being able to retire earlier than expected, mitigating Inheritance Tax issues or just saving for a rainy day.

Services provided by Chase Asset Management

Chase Asset Management Services

Pension and Investment Advice

Retirement Advice

Chase Asset Management on Twitter

  • 2 hires on

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