For almost two decades, Chasebridge Wealth Management has been helping individuals, families and business clients to determine and plan for their brighter financial futures. Whether you need assistance in creating your financial roadmap and destination, have family and life aspirations to achieve, or wish to become the master of your own wealth and investment destiny, our dedicated advisers and consultants are here to offer you financial clarity, confidence and direction.
Traditional financial planning can seem quite formulaic, with advisers basing their solutions on the products they have access to rather than the life goals you sought advice for in the first place. This can leave you wondering whether a detailed plan for your way forward is even possible.
Chasebridge Wealth Management takes a very different approach. We are focused on you, and your specific circumstances and aspirations. We want to make a difference, to improve our clients’ financial health and well-being through a personalised, individual service, with access to a far broader suite of products and decades of experience with which to offer intricately tailored ongoing advice.
I have also reached the status of Fellow of the Personal Finance Society and I am suitably qualified to provide advice to clients with Final Salary Pensions, a detailed and complex area.
This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
Outside of my business, I exercise regularly, play golf, ski, and have recently passed a Padi open water scuba diving course.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as a Trusts* and Estate Planning Partner. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning.
As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
*Trusts are not regulated by the Financial Conduct Authority