Chase Financial Management

Independent Financial Adviser Park House, Montpellier, Gloucestershire, Gloucester, GL1 1LF
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
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
Mark Dickens DipPFS
Independent Financial Adviser
Andy Wilkinson DipPFS BA(Hons)
Independent Financial Adviser
What our clients say
I was aware that I was fast approaching retirement and was concerned that I may not have sufficient funds in place. Mark reviewed my financial situation, proposed ways in which I could make improvements and then guided me through the process.
Malcolm, Gloucester
I am very happy with the investment recommendation and it has been performing well, so far. I feel that following Andy's advice I now have a good balance between short-term and long-term investments at an acceptable level of risk.
Mr Roy Malin, Evesham
Andy listened carefully to our views/needs and thoroughly reviewed our existing arrangements. He then carefully explained the various options/recommendations and impressed us with his knowledge and professionalism throughout, making us feel comfortable in proceeding.
Ian Henderson, Gloucester
He was very kind and considerate making sure I understood everything he suggested - he could not have improved his service. I have recommended him to friends and family. ” — J Cowl, Gloucestershire
Mrs J Cowl, Gloucester
Where to find us

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

Contact us
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
Special offers
Choose an Unbiased exclusive special offer:
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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