Chase Financial Management

Independent Financial Adviser Park House, Montpellier, Gloucestershire, Gloucester, GL1 1LF
FCA verified
20th May 2019
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Mark Dickens DipPFS
Independent Financial Adviser
adviser-person
Andy Wilkinson DipPFS BA(Hons)
Independent Financial Adviser
Where to find us

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

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.

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

Chase Financial Management is a trading name of Fairstone Financial Management Ltd.

Fairstone Financial Management Limited is authorised and regulated by the Financial Conduct Authority, FCA Register Number 475973. Registered in England No 5574120. Registered Office: 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne & Wear, NE35 9PF. Part of the Fairstone Group.

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