01452 560470 info@chasefm.biz

Our Approach

Before taking things forward, it is worth checking that we are definitely in a position to advise you. We advise clients who are based in the UK. If you don’t live in the UK, or are currently staying here but normally live abroad, there may be restrictions on how we can advise you. This also applies if you are currently staying in the UK and plan to move abroad or return to another country.

The first thing we will do before making any recommendations, is to carry out an assessment of your current circumstances and future needs. Only then can we make sure we put forward solutions that will be appropriate for you. We do through our initial meeting completing a client profile which we don’t charge for

Being independent means our recommendations are always based on having completed a comprehensive and fair analysis of that market. We will also always present our recommendations to you in writing so that you have a permanent record of your dealings with us.

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Engagement

We carry out a personal consultation at our cost, to ascertain your requirements and understand your financial and life objectives in detail

Goal Setting

Once we fully understand your objectives, we can prioritise and develop defined goals.

Recommendations

We will set out recommendations that are designed to achieve your financial goals

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Research & Analysis

We will develop a bespoke financial plan fully aligned with your objectives.

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Implementation

We will prepare all of the documentation required to put your recommendation into action with minimal effort required from you.

Ongoing Services

We can offer an active and ongoing review process, which allows us to stay up to date with your personal, family and corporate circumstances with the aim of keeping your plans on track.

w

Engagement

We carry out a personal consultation at our cost, to ascertain your requirements and understand your financial and life objectives in detail

Goal Setting

Once we fully understand your objectives, we can prioritise and develop defined goals.

U

Research & Analysis

We will develop a bespoke financial plan fully aligned with your objectives.

Recommendations

We will set out recommendations that are designed to achieve your financial goals

i

Implementation

We will prepare all of the documentation required to put your recommendation into action with minimal effort required from you.

Ongoing Services

We can offer an active and ongoing review process, which allows us to stay up to date with your personal, family and corporate circumstances with the aim of keeping your plans on track.