Helping you build a brighter financial future, one step at a time.
At Chase Asset Management, our aim is to help you identify the most appropriate way for you to achieve your financial goals. As a team of experienced and impartial financial advisers and wealth managers, we provide sound independent advice to both individuals and businesses.
Our Services
We offer a wide range of services, including:
- Pension & Retirement Planning: We help individuals plan for their retirement, ensuring they have a sustainable income stream to maintain their lifestyle.
- Investing: We provide advice on investment opportunities, tailoring a portfolio to meet your risk profile and financial goals.
- Mortgages: We help individuals and businesses find the most suitable mortgage product, ensuring they secure the best deal.
- Protection Planning: We advise on insurance protection, ensuring your loved ones are financially secure in the event of your passing.
- Saving and Tax Planning: We help individuals and businesses optimize their tax strategy, minimizing their tax liability and maximizing their wealth.
Meet The Team
Our team of financial advisers and wealth managers is dedicated to providing exceptional service and advice. With years of experience, we have developed a deep understanding of the financial markets and a commitment to delivering personalized solutions for our clients.
Our Philosophy
At Chase Asset Management, we believe that every individual and business has unique financial goals and needs. We strive to build long-term relationships with our clients, taking the time to understand their circumstances and goals. Our approach is holistic, considering all aspects of your financial situation to provide tailored solutions that meet your needs.
How We Work
We take a collaborative approach, working closely with our clients to understand their needs and goals. Our experts assess your risk profile and objectives, then develop a customized investment strategy tailored to your requirements. We regularly review and adjust our advice to ensure it remains aligned with your changing needs and goals.
Investment Strategy
Our Investment Strategy is designed to balance risk and return, ensuring your investments align with your goals and risk tolerance. We allocate your assets across a range of assets, managing risk and maximizing returns over the long term.
Overall Experience
The reviewer had an excellent experience with Lisa, deeming her to be professional, patient, and providing high-quality services.
Service Quality
Lisa's services were of exceptionally high quality, meeting the reviewer's expectations.
Personal Qualities
Lisa was commended for her professionalism and patience, making the experience even more enjoyable.
