Business Details
16 Years
experience
Your Trusted Financial Advisers in Stockport
Established in 2010, Chase Asset Management operates as an independent financial advisory firm authorised and regulated by the Financial Conduct Authority. Our team comprises experienced professionals who previously worked at A J Smith & Company Ltd, bringing decades of collective expertise in wealth management and financial planning. We prioritise client-centric advice, adhering to strict regulatory standards to ensure suitability and transparency in all recommendations.Our services span pension planning, investment strategy, mortgage advice, tax-efficient solutions, and protection planning for individuals and SMEs. We maintain a holistic approach, tailoring strategies to meet specific client needs while upholding continuous professional development under FCA guidelines.
Services
Pension Planning
Investment Strategy
Mortgage Advice
Tax Planning
Protection Planning
Wealth Management
Employee Benefits
Inheritance Tax Mitigation
Life Assurance
Income Protection
Details
- Year established: 2010
Highlights and features
- We are authorised and regulated by the Financial Conduct Authority for compliance and client protection
- Our advisers hold the Chartered Insurance Institute Certificate of Financial Planning
- We offer holistic financial strategies tailored to individual and business client needs
- Our team brings combined decades of experience from established financial firms
- We maintain documented continuous professional development under FCA training rules
Associations and certifications
- Financial Conduct Authority
What people say
Excellent advice
Highly professional
Trustworthy
Personalized approach
Knowledgeable
Services
Pension Planning
Our pension planning service guides clients through complex retirement options including SIPPs, SSASs, and auto-enrolment solutions. We specialise in navigating regulatory changes to optimise pension outcomes for individuals and businesses. With expertise in executive pensions and divorce-related pension arrangements, we create tailored strategies that align with long-term financial goals while ensuring compliance with current legislation.
Investment Strategy
We develop custom investment strategies using whole-of-market research to balance risk and return objectives. Our advisers recommend diversified portfolios spanning unit trusts, investment trusts, and specialist schemes while maintaining regular reviews. We focus on capital growth and income generation through evidence-based asset allocation, ensuring investments remain aligned with evolving client circumstances and market conditions.
Mortgage Advice
Our mortgage advisory service covers residential purchases, remortgaging, and buy-to-let investments. We assess clients' financial situations to identify competitive mortgage products while explaining associated risks. Specialising in first-time buyer support and property investment financing, we provide comprehensive guidance on repayment structures and affordability assessments within regulatory compliance frameworks.
Tax Planning
We design tax mitigation strategies through pensions, investment bonds, and trust structures while collaborating with accountants and solicitors. Our approach balances legal compliance with optimising tax allowances across income, capital gains, and inheritance tax liabilities. We explain complex tax-efficient products in accessible terms to help clients preserve wealth across generations.
Protection Planning
Our protection services encompass life cover, critical illness insurance, and income protection tailored to personal circumstances. For businesses, we arrange key person insurance and group life policies to safeguard against financial risks from illness or death. We ensure appropriate coverage levels while explaining policy terms and exclusions to help clients protect their families and business interests.
People
Simon Hale
Financial Adviser
Certified financial planner with expertise in retirement strategies and investment management, providing tailored advice to individuals across Manchester and Cheshire for over a decade.
Stephen Ho
Senior Wealth Manager
Experienced financial advisor with 10+ years managing portfolios, specialising in global investment strategies and long-term wealth preservation for high-net-worth clients in Cheshire.
Howard
Financial Planner
Specialist in retirement planning and tax-efficient investments, known for meticulous attention to detail and client-focused approach serving clients in Manchester and surrounding regions.
Darren West
Wealth Consultant
Expert in personal finance and retirement planning, offering patient guidance on investment products and tax mitigation strategies to individuals in Bolton and High Peak.
Robert Hughes
Complaints Manager
Responsible for handling client concerns and maintaining regulatory compliance, ensuring prompt resolution of issues while upholding company standards and FCA requirements.
Questions
What financial services do you offer?
We provide pension planning, investment management, mortgage advice, tax planning, protection cover, and employee benefits solutions for individuals and SMEs.
How do you charge for financial advice?
Our fees vary by service complexity - we provide transparent cost breakdowns before starting work, with options for hourly rates or fixed-fee arrangements.
Are you regulated by the FCA?
Yes, we've been authorised and regulated by the Financial Conduct Authority since July 2010 under reference number 573922.
Do you work with business clients?
Yes, we specialise in corporate employee benefits, director pensions, and key person insurance solutions tailored to SMEs across Cheshire and Greater Manchester.
How often do you review investment portfolios?
We conduct annual reviews as standard, with additional check-ins available for significant market changes or personal circumstances affecting investment goals.
Can you help with first-time mortgages?
Yes, we assist first-time buyers with mortgage selection, affordability assessments, and explaining different loan types to find suitable home financing options.
