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. Meet The TeamCome and meet our team of friendly and impartial financial advisers and wealth managers.
Stephen Ho has been my family's financial advisor for over 10 years. His considered and professional approach to all aspects of our financial needs and affairs has been invaluable.
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. Meet The TeamCome and meet our team of friendly and impartial financial advisers and wealth managers.
Stephen Ho has been my family's financial advisor for over 10 years. His considered and professional approach to all aspects of our financial needs and affairs has been invaluable.
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.
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.
All registered individuals (Advisers) hold the Certificate of Financial Planning and engage in a documented continuous Professional Development program under current Financial Conduct Authority training and competence rules.
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.
All registered individuals (Advisers) hold the Certificate of Financial Planning and engage in a documented continuous Professional Development program under current Financial Conduct Authority training and competence rules.
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.
When it comes to pensions for businesses they have become an increasingly important area of consideration as there are a number of areas companies need to consider, one of which is government legislation, especially the laws around employer responsibility to offer a pension in the form of Auto-Enrolment.
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.
When it comes to pensions for businesses they have become an increasingly important area of consideration as there are a number of areas companies need to consider, one of which is government legislation, especially the laws around employer responsibility to offer a pension in the form of Auto-Enrolment.
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.
There are many different types of investments from deposit accounts*, single company shares, Unit Trusts or Open Ended Investment Companies (OEICs) also known as collectives, Investment Trusts, Life Insurance Bonds, Enterprise Investment Schemes*, Venture Capital Trusts* or AIM stocks*.
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.
There are many different types of investments from deposit accounts*, single company shares, Unit Trusts or Open Ended Investment Companies (OEICs) also known as collectives, Investment Trusts, Life Insurance Bonds, Enterprise Investment Schemes*, Venture Capital Trusts* or AIM stocks*.
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.
We are also able to advise and assist clients who require help with buy to let mortgages.
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.
We are also able to advise and assist clients who require help with buy to let mortgages.
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