Business services
Chasebridge Wealth Management has been supporting business owners and directors for over two decades. We provide support by ensuring your organisation is adequately protected and, therefore, prepared for growth in the years ahead. Then, when you’re ready to depart, we help structure a successful exit.
It may be commonplace to cover our personal and family financial risks with insurances and good financial planning, but many business owners focus all energies on survival and growth. It’s vital to periodically stop and assess what you have created, the value it holds, what needs to be protected and address where any stress points or dangers exist.
Our aim to help business owners have financial clarity, make confident decisions, and have a strategy to support their business growth and direction.
Business Services
Working with Chasebridge Wealth Management
We can become your trusted outsider. Someone to call upon that also has clear and unrivalled objectivity detached from business owners whose venture is so close to their heart.
We work with business owners to help ensure that your organisation is adequately protected and, therefore, prepared for growth in the years ahead.
We use our experience and expertise, together with our combination of a tried-and-tested formula and a bespoke approach, to help your business survive and thrive.
Testimonials
Gordon Craft has advised on both my own and my mother’s financial affairs for many years. During that time he always took great trouble to understand our particular and changing circumstances and his advice has been consistently successful. His objectivity and thoughtfulness have been hugely appr...
For the past twelve years I have had the privilege of Gordon Craft, director of Chasebridge Wealth Management, as my financial adviser. An agreeable and exceptionally well informed gentlemen whose recommendations and direction have more than withstood the tests of time. I trust Gordon’s judgement...
My husband and I have only had good experience of Gordon Craft and this team. He has given us excellent advice for several years and we trust him implicitly. I was worried that I wouldn’t be able to understand our discussions about finance as I have a long term illness which affects my concentrat...
Gordon Craft was recommended to me by my mother in law. He has been a Financial adviser to my wife and myself for three years. During this time Gordon has been a great support, helping us navigate the complex world of pensions. In my current position as an employed person owning my own company, I...
Gordon Craft has dealt with my financial planning for the last 15 years and I cannot speak more highly of him and Chasebridge Wealth Management. He has taken me through the process of investment and retirement planning, making what can be a bewildering subject understandable and accessible. I fee...
It was a pleasure meeting Gordon. He invested a tremendous amount of time talking me and my wife through our pension situation and options available to us. We found him most knowledgeable and sound in his advice, so much so that we felt acting on his advice was the smartest move. His administrati...
I am very happy with the excellent advice and support I have received from Gordon Craft. He is always able to respond to request for advice on the phone or in person in my home. He is a good listener and I can share any concerns with him about my own and family financial matters. I have recommend...
Gordon was recommended to me in 2009 when I chose to bring my pension funds together. Since he took control my funds have outperformed all my expectations. I have always received sound and honest advice from him, with regular face to face meetings coupled with online and telephone support as and ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not a guide to future performance.
For many years we failed to find a Financial Adviser whom we felt we could trust, until we met Gordon Craft. Our experience over the last 8 years has confirmed that our confidence in him is well placed. He not only gives sound advice on all aspects of our finances, but our investments placed thro...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not a guide to future performance.
I started using Gordon about 12 years ago and did not hesitate to write a testimonial about his work. The service and support has always been exceptional and I would have no hesitation recommending him to anyone – as I have done on many occasions.
We were introduced to Gordon via friends and he has sorted out our finances for the better, pity we didn’t meet him sooner. He has given us a lot of info about the money market and so far has worked out in our favour, so hope our finances continue to grow. We have also attended a few seminars in ...
I was introduced to Mr Gordon Craft by an ex colleague of mine. The financial field of pensions and investments is so vast and intricate. At first, I was a bit apprehensive and skeptical. However, as years went by, I could see that I was led to the right path!!! Now I feel reassured, safe and mos...
Gordon Craft & the Chasebridge team consistently provided me with an excellent service whilst at the same time demonstrating a highly professional approach in managing my pension investment fund. Gordon’s experience in dealing with my personal financial needs has been invaluable. I have no he...
He has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate to recommend him to anyone.
I will keep this short and sweet. I approached Gordon and his team about 3 years ago. I set them a target of me being able to retire at 60 on an agreed monthly income made from Pension and Bonds. I turned 60 in June and this has been achieved. One important point for me, it has never felt like bu...
I am most grateful to Gordon Craft for the good advice he has given me and my late husband for all these years. I recently asked him to set up a Junior ISA for a young nephew. I was particularly impressed by the way he explained the workings of the ISA to him and how he set this in the context of...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment of ISA's may not be maintained in the future and is subject to legislation.
I regard Gordon Craft as a trusted adviser who has overseen my investments and pension planning for the last fifteen years or so. I feel his advice is measured and thoroughly sound. I really feel he has my best interests at heart, and that counts for a great deal.
I have known Gordon for quite some time and have found his advice most helpful in planning for my retirement. We have enjoyed a friendly relationship and I have no hesitation in recommending his services in all aspects including Pensions, Savings and Taxation.
In the eight years Gordon has been advising me, I have been increasingly impressed by his professional expertise and wise judgement. I feel like I can trust trust him completely and talk openly about my private concerns. I would warmly recommend him to anyone.
Gordon is an easy person to relate to and a very good listener. These two points have been instrumental in creating a position of complete trust in his advice. He clearly understands my needs for investments and therefore I can relax knowing he is taking care of my interests. I have recommended h...
Ever since my first meeting with Mr Gordon Craft I have felt comfortable and assured in the fact that my pension needs have been looked after in the best of interests. I am contacted regularly by Mr Craft to discuss my pension plans. Mr Craft is very knowledgeable in this field and I feel very co...
Mr Craft has always been attentive to my needs as my pensions adviser. If I am unable to contact him directly as a result he is attending a meeting/client, he will always get back to me as soon as he can and answer any queries that I may have. He will always insist on a yearly meeting to discuss ...
Gordon Craft has been advising my husband and I for the last few years. He always puts our interests first and listens to our needs and advises us the best way. His service is always excellent, he is a regular visitor to our house providing good solid advice. All our investments have performed re...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not a guide to future performance.
I came into contact with Gordon Craft five years ago. I needed to fund my mothers-in-law’s care home fees. It was not an easy decision to buy an Annuity for her, but his help and patience was exceptional.
Since then we have built up a good relationship and he has helped me with other inves...
Gordon has looked after our finances for many years. With Gordon’s excellent advice and skilful handling of our investments, we now have a wealth value enabling us to live a very comfortable retirement. I seriously doubt that we would be in this enviable position without Gordon as our financial a...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not a guide to future performance.
I have been a client of St. James's Place since 2001, but Gordon Craft became my adviser in 2008. Gordon and this team have always without exception been extremely professional in looking after my interests and explained to me in “layman’s terms” any plan of action immediately ahead following mee...
Gordon Craft has advised on both my own and my mother’s financial affairs for many years. During that time he always took great trouble to understand our particular and changing circumstances and his advice has been consistently successful. His objectivity and thoughtfulness have been hugely appr...
For the past twelve years I have had the privilege of Gordon Craft, director of Chasebridge Wealth Management, as my financial adviser. An agreeable and exceptionally well informed gentlemen whose recommendations and direction have more than withstood the tests of time. I trust Gordon’s judgement...
My husband and I have only had good experience of Gordon Craft and this team. He has given us excellent advice for several years and we trust him implicitly. I was worried that I wouldn’t be able to understand our discussions about finance as I have a long term illness which affects my concentrat...
Gordon Craft was recommended to me by my mother in law. He has been a Financial adviser to my wife and myself for three years. During this time Gordon has been a great support, helping us navigate the complex world of pensions. In my current position as an employed person owning my own company, I...
Gordon Craft has dealt with my financial planning for the last 15 years and I cannot speak more highly of him and Chasebridge Wealth Management. He has taken me through the process of investment and retirement planning, making what can be a bewildering subject understandable and accessible. I fee...
It was a pleasure meeting Gordon. He invested a tremendous amount of time talking me and my wife through our pension situation and options available to us. We found him most knowledgeable and sound in his advice, so much so that we felt acting on his advice was the smartest move. His administrati...
I am very happy with the excellent advice and support I have received from Gordon Craft. He is always able to respond to request for advice on the phone or in person in my home. He is a good listener and I can share any concerns with him about my own and family financial matters. I have recommend...
Gordon was recommended to me in 2009 when I chose to bring my pension funds together. Since he took control my funds have outperformed all my expectations. I have always received sound and honest advice from him, with regular face to face meetings coupled with online and telephone support as and ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not a guide to future performance.
For many years we failed to find a Financial Adviser whom we felt we could trust, until we met Gordon Craft. Our experience over the last 8 years has confirmed that our confidence in him is well placed. He not only gives sound advice on all aspects of our finances, but our investments placed thro...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not a guide to future performance.
I started using Gordon about 12 years ago and did not hesitate to write a testimonial about his work. The service and support has always been exceptional and I would have no hesitation recommending him to anyone – as I have done on many occasions.
We were introduced to Gordon via friends and he has sorted out our finances for the better, pity we didn’t meet him sooner. He has given us a lot of info about the money market and so far has worked out in our favour, so hope our finances continue to grow. We have also attended a few seminars in ...
I was introduced to Mr Gordon Craft by an ex colleague of mine. The financial field of pensions and investments is so vast and intricate. At first, I was a bit apprehensive and skeptical. However, as years went by, I could see that I was led to the right path!!! Now I feel reassured, safe and mos...
Gordon Craft & the Chasebridge team consistently provided me with an excellent service whilst at the same time demonstrating a highly professional approach in managing my pension investment fund. Gordon’s experience in dealing with my personal financial needs has been invaluable. I have no he...
He has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate to recommend him to anyone.
I will keep this short and sweet. I approached Gordon and his team about 3 years ago. I set them a target of me being able to retire at 60 on an agreed monthly income made from Pension and Bonds. I turned 60 in June and this has been achieved. One important point for me, it has never felt like bu...
I am most grateful to Gordon Craft for the good advice he has given me and my late husband for all these years. I recently asked him to set up a Junior ISA for a young nephew. I was particularly impressed by the way he explained the workings of the ISA to him and how he set this in the context of...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment of ISA's may not be maintained in the future and is subject to legislation.
I regard Gordon Craft as a trusted adviser who has overseen my investments and pension planning for the last fifteen years or so. I feel his advice is measured and thoroughly sound. I really feel he has my best interests at heart, and that counts for a great deal.
I have known Gordon for quite some time and have found his advice most helpful in planning for my retirement. We have enjoyed a friendly relationship and I have no hesitation in recommending his services in all aspects including Pensions, Savings and Taxation.
In the eight years Gordon has been advising me, I have been increasingly impressed by his professional expertise and wise judgement. I feel like I can trust trust him completely and talk openly about my private concerns. I would warmly recommend him to anyone.
Gordon is an easy person to relate to and a very good listener. These two points have been instrumental in creating a position of complete trust in his advice. He clearly understands my needs for investments and therefore I can relax knowing he is taking care of my interests. I have recommended h...
Ever since my first meeting with Mr Gordon Craft I have felt comfortable and assured in the fact that my pension needs have been looked after in the best of interests. I am contacted regularly by Mr Craft to discuss my pension plans. Mr Craft is very knowledgeable in this field and I feel very co...
Mr Craft has always been attentive to my needs as my pensions adviser. If I am unable to contact him directly as a result he is attending a meeting/client, he will always get back to me as soon as he can and answer any queries that I may have. He will always insist on a yearly meeting to discuss ...
Gordon Craft has been advising my husband and I for the last few years. He always puts our interests first and listens to our needs and advises us the best way. His service is always excellent, he is a regular visitor to our house providing good solid advice. All our investments have performed re...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not a guide to future performance.
I came into contact with Gordon Craft five years ago. I needed to fund my mothers-in-law’s care home fees. It was not an easy decision to buy an Annuity for her, but his help and patience was exceptional.
Since then we have built up a good relationship and he has helped me with other inves...
Gordon has looked after our finances for many years. With Gordon’s excellent advice and skilful handling of our investments, we now have a wealth value enabling us to live a very comfortable retirement. I seriously doubt that we would be in this enviable position without Gordon as our financial a...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not a guide to future performance.
I have been a client of St. James's Place since 2001, but Gordon Craft became my adviser in 2008. Gordon and this team have always without exception been extremely professional in looking after my interests and explained to me in “layman’s terms” any plan of action immediately ahead following mee...
Gordon Craft has advised on both my own and my mother’s financial affairs for many years. During that time he always took great trouble to understand our particular and changing circumstances and his advice has been consistently successful. His objectivity and thoughtfulness have been hugely appr...
