Chase Financial Planning was established in November 2015, when I accepted an invitation to join St. James's Place Wealth Management as an Associate Partner Practice to support my own business. Our office is based in Lowestoft, Suffolk which enables us to provide advice to clients across East Anglia and the South Coast.
Here at Chase Financial Planning, we aim to provide clear and trusted financial advice to private and professional clients. I am committed to ensuring that my industry knowledge remains relevant and current by placing a strong emphasis on personal development. This ensures that I am able to provide a high quality face to face service, with the emphasis on building long-term relationships with my clients.
Our advice covers all areas of wealth management:
- Retirement planning
- Inheritance tax planning
- Wealth protection
- Tax efficient Investment planning
- Mortgages and Specialist General insurance
Our commitment to our clients promises:
- A confidential professional service, tailored to your needs
- Clarity & honesty
- Face to face personal advice
- Regular ongoing reviews
- A long standing relationship with a trusted financial adviser