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.
We are 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.
Independent Financial Adviser DipFA MIFS
Mark began his career as a Financial Adviser in the late 80’s and he has spent over 30 years helping his customers to achieve their financial goals.
Mark is Diploma qualified and is authorised by the FCA to provide retail financial advice. In addition, Mark continually updates his knowledge and skill base to ensure he remains ahead of the game when it comes to providing advice to his clients.
Married to Sue for over 30 years and with two sons, Mark has lived in Gloucester all of his life. A “Cherry and White” fan, Mark enjoys spending time at Kingsholm watching Gloucester.
Mark is a dedicated and loyal supporter of many local groups and charities and is the Chair of the Property and Finance Committee for Hucclecote Methodist church.
If you would like to contact Mark please email Mark@chasefm.biz
Independent Financial Adviser DipPFS BA(Hons)
Andy has worked in the financial services industry since 1999 and holds a CII diploma in Financial Planning. Having graduated with an honours degree in Business and Financial Economics in 1995, the early part of his career was spent in IT Management.
Having been a Financial Planner over the past 6 years, Andy enjoys giving holistic financial planning to his clients to enable them to achieve their financial goals. He especially enjoys the retirement and inheritance tax planning aspects of financial planning.
Prior to being a Financial planner Andy worked for Moneysupermarket.com, part of the original team that launched the site in 1999. He worked both in web development and IT Management to build the Moneysupermarket brand from a start up to a FT250 company.
If you would like to contact Andy please email Andy@chasefm.biz