Business Details
Your Trusted Financial Advisers in Gloucester
Chase Financial Management is a local firm of reliable Chartered Independent Financial Advisers with over a decade of experience. We are fully qualified and authorised to provide Independent Financial Planning, serving individuals and corporate clients across the South West and Midlands regions. Our team prioritises understanding clients' unique circumstances to deliver holistic financial strategies tailored to their objectives. With a focus on transparency and client education, we present all recommendations in writing to ensure clarity and informed decision-making. Our ongoing review process keeps clients' financial plans aligned with evolving personal, family, and business needs.As an FCA-authorised firm, we adhere to rigorous regulatory standards while maintaining a commitment to ethical, client-centric service. Our expertise spans retirement planning, estate management, investment strategies, and corporate financial solutions, supported by advanced analytical tools and industry-recognised qualifications. We offer initial consultations at no cost, reflecting our dedication to building long-term relationships based on trust and demonstrable results.
Services
Investment Advice
Estate Planning
Personal Protection
Corporate Advice
Retirement Planning
Highlights and features
- We hold Chartered Financial Planner status with over 10 years' industry experience
- Our bespoke strategies combine advanced analytics with personal consultation
- Ongoing review process ensures plans adapt to changing life circumstances
- FCA-authorised firm maintaining strict regulatory and ethical standards
- Specialist knowledge in tax-efficient estate planning and retirement solutions
Associations and certifications
- Financial Conduct Authority
Services
Investment Advice
We provide comprehensive investment strategies tailored to individual risk profiles and financial goals. Our advisers recommend diversified portfolios spanning ISAs, General Investment Accounts, Bonds, and alternative investments like Venture Capital Trusts. With specialist knowledge of tax-efficient schemes, we help clients grow capital while maintaining compliance with FCA regulations and market best practices.
Estate Planning
Our estate planning specialists create tax-efficient solutions for wealth transfer across generations. Services include trust planning, Will preparation, and Lasting Powers of Attorney through our sister company Chase Trust and Estate Planning Limited. We focus on minimising inheritance tax liabilities while ensuring clients' wishes are legally protected through structured, future-proof arrangements.
Corporate Advice
We deliver tailored financial solutions for business owners including workplace pensions, SSASs, and commercial property investment vehicles. Our corporate services address protection needs, succession planning, and strategic investment frameworks. By understanding business structures and growth objectives, we develop financial strategies that support both organisational stability and owner personal financial goals.
Personal Protection
Our protection services safeguard clients against financial risks from life-changing events. We assess individual circumstances to recommend appropriate life insurance, critical illness cover, and income protection policies. The approach balances affordability with comprehensive coverage, ensuring families and dependants maintain financial security during unexpected circumstances while aligning with overall financial plans.
Retirement Planning
We specialise in creating retirement strategies that ensure financial independence during post-working years. Services cover pension consolidation, tax-efficient withdrawals, and lifetime income planning. Our advisers consider state benefits, private pensions, and personal savings to develop sustainable income streams, helping clients achieve comfortable, well-planned retirements aligned with their lifestyle aspirations.
People
Andy Wilkinson
Chartered Financial Planner
With over 20 years' experience since 1999, Andy holds a CII advanced diploma in Financial Planning and a business economics degree. He acquired Chase Financial Management in 2019 after working at Moneysupermarket.com's founding team, combining IT management expertise with financial planning excellence.
Questions
What financial services do you specialise in?
We specialise in investment advice, estate planning, retirement strategies, personal protection, and corporate financial solutions tailored to individual and business client needs.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 973065.
Do you work with both individuals and businesses?
Yes, we provide financial planning services for private clients and corporate entities across the South West and Midlands regions.
How do you develop financial strategies?
We conduct detailed consultations to understand your circumstances, then use advanced analytics to create bespoke plans aligned with your specific financial objectives.
What areas do you cover?
We operate from Gloucester and serve clients throughout the South West and Midlands regions of the UK.
