Business Details
16 Years
experience
Trusted Financial Advisers in Stockport
Established in 2010, Chase Asset Management provides independent financial advice and wealth management services to individuals and businesses. Our team of experienced advisers, previously affiliated with A J Smith & Company Ltd, prioritises client needs through a structured process of understanding financial goals, assessing risk profiles, and constructing tailored investment portfolios. Regulated by the Financial Conduct Authority, we adhere to strict suitability standards to ensure recommendations align with clients' specific requirements. With expertise in pensions, tax planning, protection, and investment strategies, we deliver holistic solutions supported by continuous professional development. Our commitment to transparency, regulatory compliance, and long-term client relationships has earned us trust across Stockport, Cheshire, and surrounding regions.We specialise in navigating complex financial landscapes, including inheritance tax mitigation and auto-enrolment pension schemes, while maintaining a client-centric approach. Our services extend to corporate clients, offering employee benefit schemes that enhance business retention strategies. Through regular portfolio reviews and market-wide product access, we ensure sustained financial security for our clients. Our advisers hold the Chartered Insurance Institute Certificate of Financial Planning, demonstrating technical proficiency and dedication to industry excellence. Client testimonials highlight our professionalism, expertise, and ability to simplify financial decision-making.
Services
Pension Planning
Investment Management
Mortgage Advice
Protection Planning
Tax Efficiency Strategies
Details
- Year established: 2010
Highlights and features
- We offer 14+ years of FCA-regulated financial advisory experience
- Our team holds Chartered Insurance Institute qualifications
- We provide holistic, risk-profiled investment strategies
- We specialise in complex pension and tax planning solutions
- We maintain transparent, long-term client relationships
Associations and certifications
- Financial Conduct Authority
What people say
Professional and trustworthy
Excellent long-term service
Expertise in pension planning
Personalised approach
Knowledgeable advisors
Services
Pension Planning
Our pension planning service guides clients through complex retirement options, including SIPP management, annuity purchases, and auto-enrolment compliance. Advisers help navigate regulatory changes while creating tailored strategies for individuals and businesses. We specialise in executive pensions and divorce-related pension divisions, ensuring tax-efficient solutions that align with long-term financial goals.
Investment Management
We construct diversified investment portfolios using market-wide products, from traditional unit trusts to specialist venture capital trusts. Our approach considers risk profiles and financial objectives, with regular reviews to maintain suitability. Advisers utilise advanced research tools to optimise capital growth or income generation while explaining market risks clearly to clients.
Protection Planning
Our protection services include life cover, critical illness insurance, and income protection tailored to personal circumstances. For businesses, we arrange key person insurance and group life schemes. We assess individual priorities through detailed consultations, creating safeguarding strategies that protect families and business assets while integrating with broader financial plans.
Mortgage Advice
We provide mortgage solutions for first-time buyers, home movers, and buy-to-let investors. Advisers match clients with suitable rates and products while explaining affordability criteria. Our service covers residential and commercial mortgages, with particular expertise in competitive property markets requiring swift execution.
Tax Efficiency Strategies
We develop tax mitigation strategies through pensions, investment bonds, and inheritance tax planning tools. Working with accountants, we create holistic solutions that reduce liabilities across income tax, capital gains, and estate taxes. Services include venture capital trust recommendations and offshore investment structuring.
People
Darren West
Financial Adviser
Experienced financial adviser specialising in retirement planning with a patient approach to client education. Holds Chartered Insurance Institute qualifications and focuses on long-term client relationships.
Simon Hale
Wealth Manager
Specialist in comprehensive financial planning with expertise in product analysis and long-term investment strategies. Known for detailed client consultations and professional service delivery.
Howard
Senior Adviser
Veteran financial advisor with extensive experience in personal and corporate financial solutions. Recognised for trustworthy guidance and expertise in retirement fund management.
Stephen Ho
Investment Specialist
Dedicated financial advisor with over 10 years' experience managing family portfolios. Specialises in global investment strategies and balanced portfolio growth techniques.
Robert Hughes
Complaints Officer
Responsible for handling client complaints and ensuring regulatory compliance. Manages dispute resolution processes according to Financial Conduct Authority guidelines.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment management, mortgage advice, protection planning, and tax efficiency strategies for individuals and businesses.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference number [omitted for example].
How do you tailor financial advice to individual needs?
We conduct comprehensive fact-finding to understand your goals, risk tolerance, and circumstances before creating customised financial solutions.
Do you work with corporate clients?
Yes, we provide employee benefit schemes and director pension solutions for SMEs, focusing on retention and compliance strategies.
What qualifications do your advisers hold?
All advisers hold the Chartered Insurance Institute Certificate of Financial Planning and complete ongoing professional development.
How are investment portfolios managed?
We create risk-profiled portfolios using market-wide products, with regular reviews to ensure alignment with your evolving financial objectives.
Reviews (1)
Ng Joey
Jan 28, 2021
Report
Positive:Professionalism
Lisa is professional, patient and offers high quality services. Recommended to everyone.
Lisa is professional, patient and offers high quality services. Recommended to everyone.
