Chase Asset Management

At Chase Asset Management, we are a team of independent financial advisers and wealth managers dedicated to helping our clients achieve their financial goals. Our aim is to provide sound, independent advice that puts our clients' needs and expectations at the forefront of everything we do.

Our History

Chase Asset Management Ltd was formally authorised by the Financial Conduct Authority on the 1st July 2010. Our three founding advisers were formerly advisers of the firm of A J Smith & Company Ltd based in Stockport, and our administrative team consists of previous employees of A J Smith & Company Ltd. We are directly regulated by the Financial Conduct Authority and are bound by our regulators to offer best advice, which complies with the concept of "suitability".

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

Pension & Retirement Planning

Family Protection

Lump Sum Investment

Regular Savings

Life Assurance

Income Protection

Inheritance Tax Mitigation

Mortgages

We take a holistic approach to financial planning, working closely with our clients to understand their needs and expectations. Our team of experienced 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 Approach

Our approach is personalised and bespoke, taking into account each client's unique circumstances and financial goals. We believe in building long-term relationships with our clients, providing ongoing support and guidance to help them achieve their financial objectives.

Meet the Team

Our team of experienced financial advisers and wealth managers are dedicated to providing expert advice and guidance to our clients. Meet our team and learn more about their expertise and experience.

Our Values

At Chase Asset Management, we are committed to providing independent, impartial advice that puts our clients' needs first. We are dedicated to building long-term relationships with our clients, providing ongoing support and guidance to help them achieve their financial goals.