Prospective new clients
Chase Asset Management are pleased to confirm that an initial meeting with a prospective client can be arranged on a free of charge, without obligation basis. This initial meeting can be held at our Stockport offices or at the home or Business premises of the prospective client. Such a meeting should assist in determining the nature and degree of advice and service that may be required together with the likely cost. If you are looking for help and advice then please arrange your free initial meeting by ringing 0161-441-1200.
This offer may not be available for meeting locations that involve lengthy travelling time.
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Financial Services AuthorityIntroducing Chase Asset Management Ltd
Chase Asset Management is directly authorised and regulated by the Financial Services Authority. The company ethos is based upon individual advice tailored to the client's needs and aspirations. We believe in building long term relationships with our clients. Many of our advisers have relationships that span decades and generations of families. These relationships are based upon trust and understanding. Our directors each have over 20 years experience in the Financial Services Industry and are well supported by an experienced administrative team.
Chase Asset Management believes strongly in customer service and the Company has invested in state of the art technology to allow our team to offer the very best advice and service to both new and existing clients.
We offer advice to a diverse spectrum of clients, from private individuals and trusts to small and medium sized businesses spread throughout the UK and globally. Our range of advice includes:-
- Investments
- Pension Planning
- Regular Savings
- Inheritance Tax Planning
- Employee Benefits
- Protection (Life, Critical Illness, Income Protection and Private Medical)
- Mortgages
If you wish to speak to one of our experienced advisers, without initial cost or obligation, then please telephone Mrs Tracey Harris on 0161 441 1200
Authorised and Regulated by The Financial Services Authority
