Chase Financial Management

Independent Financial Adviser  Park House, Gloucestershire, Gloucester, GL1 1LF
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FCA authorised
Last authorised 30th November 2020
We give independent financial advice and planning to enable you to achieve your financial objectives now and in the future.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
Andy Wilkinson DipPFS BA(Hons)
Independent Financial Adviser
Mark Dickens DipPFS
Independent Financial Adviser
About us

Chase Financial Management is a Gloucester based firm of reliable Independent Financial Advisers, part of Fairstone Financial Management Limited.

Fairstone Financial Management Ltd is a national firm of Independent Financial Advisers and UK's largest Chartered Financial Planning firm.

We are fully qualified and authorised to give Independent Financial Planning including occupational pension transfers. We have over 25 years experience in providing holistic Financial Planning to both individuals and corporate clients throughout the South West and Midlands region.

Our key services include: investment management, estate planning, retirement planning and corporate financial planning.

For more information on what we do please visit our website chasefm.biz or contact either Mark or Andy for a free initial consultation to ascertain your financial objectives.

Our services

We regularly analyse the marketplace to deliver only the highest-quality product options to our customers whilst ensuring that every customer is offered the widest possible choice of financial products and services.

The entire customer journey is conducted in a friendly yet professional manner, with an efficiency that demonstrates how we go the extra mile in delivering unfailing customer satisfaction.

Every interaction is customer-centred, with individual and specific advice designed to identify and develop a solution which is unique to each customer.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Park House, Montpellier, Gloucestershire, Gloucester, GL1 1LF

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