About Chase Financial Management
Chase Financial Management is a trading name of Fairstone Financial Management Limited, which is authorised and regulated by the Financial Conduct Authority (FCA).
Chase Financial Management is a local firm of reliable Independent Financial Advisers who are fully qualified and authorised to give Independent Financial Planning. The company has over 25 years’ experience and has access to centralised research and analysis through Fairstone Financial Management, a National Chartered IFA.
Based in Gloucester City centre, we provide holistic Financial Planning to both Individuals and Corporate clients throughout the South West and Midlands region.To find out more please click on the video or read more button.
What we do
Pre & Post Retirement Planning
Personal Protection
Estate Planning
Investment Advice
Corporate Advice
Understanding your situation
Before any investment strategies can be recommended, we seek to fully understand your situation. We carry out a personal consultation at our cost, to ascertain your requirements and understand your financial and life objectives.
Analysis and design of your strategy
After we have gathered all the necessary details from you, we’ll turn our attention to analysing this information. We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives.
Presentation of your recommendation
We start from the premise that there’s no point in recommending a strategy that we can’t explain easily or that you won’t understand. We will always present our recommendations in writing to you.
Ongoing service and information
As a client of Chase Financial Management we can offer an active and ongoing review process, which allows you to stay up to date with your personal, family and corporate circumstances with the aim of keeping your goals on track.
Latest News
Pension v Dividends – The Tricky Business of Profit Extraction part-2
Pension v dividends - the tricky business of profit extraction part-2 Being part of a truly independent financial Chartered National firm Fairstone Financial Management. Chase Financial Management has access to many valuable planning resource, and from all of the...
Pension v Dividends – The Tricky Business of Profit Extraction part-1
Being part of a truly independent financial Chartered National firm Fairstone Financial Management. Chase Financial Management has access to many valuable planning resource, and from all of the providers that we might deal with, such as this article below from...
Year End Tax Planning
As the 31st March looms large, we thought it might be helpful if we sent this brief email as a reminder of the various annual allowances which, if not used by the end of the tax year, will be lost for ever. Individual Savings Account (ISA) We all have an annual...
Contact Us
Please contact us if you have any questions or need further advice, we’re here to help.
Call: 01452 560470
Email: info@chasefm.biz
Open weekdays: 9:00am – 5:30pm