Chase Asset Management

Independent Financial Adviser in Preston, Lancashire

Chase Asset Management Ltd was formally authorised by the Financial Conduct Authority on the 1st July 2010 and provides wealth management services and impartial financial advice to both individuals and business.


The three founding advisers of the company were formerly advisers of the firm of A J Smith & Company Ltd based in Stockport and the three members of the administrative team at Chase were all previous employees of A J Smith & Company Ltd.


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.


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
  •     Mortgage 

 

All registered individuals (Advisers) hold the Diploma in 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.


Individuals


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.


Corporate


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.
- See more at: http://www.chaseam.co.uk/Financial-Advice/2/About-Us.html#sthash.utkjwC0h.dpuf

Contact Details

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Phone    

07972 726782

0161441 1200

 

Address    

11 Bela Avenue,
Milnthorpe,
Cumbria,
LA7 7QT

List of Services

Investments

  • Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT

Mortgages

  • 1st Time Buyer
  • Buy to Let
  • Commercial
  • Equity Release
  • Remortgaging

Pensions

  • Annuities
  • auto enrolment
  • Executive Plan
  • Income Drawdown
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Share Protection

Chase Asset Management's FCA Registration number is 520200.

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We provide Financial Advice in...

Financial Adviser (IFA) in Cumbria; Alston, Ambleside, Appleby-in-Westmorland, Barrow-in Furness, Brampton, Carlisle, Cockermouth, Coniston, Gosforth, Grange-over-Sands, Hawkshead, Kendal, Keswick, Kirkby Stephen, Maryport, Penrith, Pooley Bridge, Raughton Head, Sedbergh, Shap, Ulverston, Whitehaven, Wigton, Windermere, Workington


Financial Adviser (IFA) in Norththumberland; Morpeth, Alnwick, Ashington, Bamburgh, Berwick-on-Tweed, Corbridge, Cramlington, Haltwhistle, Hexham, Kirkwhelpington, Prudhoe, Riding Mill, Rothbury, Seahouses, Stocksfield


Financial Adviser (IFA) in Durham; Barnard Castle, Bishop Auckland, Chester-le-Street, Consett, Darlington, Durham, Seaham, Sedgefield


Financial Adviser (IFA) in Cleveland; Hartlepool, Middlesbrough, Redcar, Saltburn-by-the-Sea, Stockton-on-Tees


Financial Adviser (IFA) in Lancashire; Accrington, Blackburn, Blackpool, Bolton, Burnley, Bury, Carnforth, Chorley, Clitheroe, Coppull, Fleetwood, Garstang, Heywood, Hornby, Lancaster, Leigh, Leyland, Littleborough, Lytham StAnnes, Morecambe, Nelson, Oldham, Ormskirk, Poulton-le-Fylde, Preston, Rochdale, Rossendale, Salford, Skelmersdale, Wigan

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