chasefinancialplanning

Stuart Chase

DipPFS

I have worked in financial services for over 22 years not only giving face to face financial advice to the general public but also managing and developing a team of highly skilled financial advisers.


I started my working career in the retail sector working for one of the major retailing groups in the UK. After completing 10 years working in various roles from customer sales through to supervisory and management roles, I decided to diversify and further my career by moving into financial services. My time in these roles has helped me truly understand the value of trusted face to face advice and the importance of long term relationships with my clients.

About

Stuart Chase Financial Planning Limited was established in November 2015, when I accepted an invitation to join St. James's Place 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.

In 2015, Stuart accepted an invitation to join St. James's Place as an Associate Partner Practice to support his own business. This opportunity now gives Stuart the ability to put his clients at the heart of what he does, which is important to him and his business.

Here at Stuart Chase Financial Planning Limited, we aim to provide clear and trusted financial advice to private and professional clients. Stuart is committed to ensuring that his industry knowledge remains relevant and current by placing a strong emphasis on personal development. This ensures that he is able to provide a high quality face to face service, with the emphasis on building long-term relationships with his clients.

Outside of work, Stuart is a keen cyclist and triathlete. He likes music, football, films and spending time with his children.

Stuart also tries to raise money for charity through endurance challenges he takes on.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.
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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 04/05/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Stuart Chase Financial Planning Limited is registered in England and Wales, Number 11647608. Registered Office: 42 Alexandra Road, Lowestoft, NR32 1PJ.