Chase Asset Management - Independent Financial Advisers & Wealth Managers in Stockport, Cheshire. Our aim is to help you to identify the most appropriate way for you to achieve your financial goals. We discuss with you your needs and expectations, assess and agree with you your attitude to investment risk, and then build and oversee an investment portfolio to match your requirements.
About UsOur aim is to help you to identify the most appropriate way for you to achieve your financial goals. Our ServicesWe provide wealth management services and impartial financial advice to both individuals and business. Investment StrategyOnce we understand your risk profile and objectives, we need to decided on the investment strategy.
About UsOur aim is to help you to identify the most appropriate way for you to achieve your financial goals. Our ServicesWe provide wealth management services and impartial financial advice to both individuals and business. Investment StrategyOnce we understand your risk profile and objectives, we need to decided on the investment strategy.
Services
Our business is made up of a close and dedicated team of eleven, of which six are advisers and five support staff. The highly experienced support team work closely with the advisers to make sure we are able to provide our clients the best possible service. A number of the team have over 20 years experience in the industry.
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.
Pension and retirement planning are integral parts of the advice process for anyone looking to save for their retirement or take their benefits. This also involves taking into account the ever changing landscape of the regulations and rules around pensions, which can be confusing. Our advisers are experienced in directing clients through these changes and their choices.
Saving and investments are an important part of the overall advice we provide to our clients. Depending on the circumstances of individuals, there may be a need for either income or capital growth from their investments.
At Chase Asset Management we have advisers who are experienced in providing advice to those who require tailored investment advice and we recommend investment solutions from the whole market using our expertise and research tools.
At Chase Asset Management we have advisers who are experienced in providing advice to those who require tailored investment advice and we recommend investment solutions from the whole market using our expertise and research tools.
Making sure one gets the right mortgage is vitally important for the majority of people as this is their main liability. Our experienced adviser will aim to find the most suitable mortgage for our client's, matching their financial circumstances and requirements. We are able to help those who are looking to move home for the first time or their next purchase or simply looking to remortgage to get a better rate.
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Ng Joey
Jan 28, 2021
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