Business Details
8 Years
experience
Your Trusted Financial Advisers in Gloucester
Chase Financial Management is a Chartered Independent Financial Advisers firm authorised and regulated by the Financial Conduct Authority. Established in 2018, we provide holistic financial planning services to individuals and corporate clients across the South West and Midlands regions. Our team of fully qualified professionals brings over a decade of combined experience in delivering tailored investment strategies, retirement planning, and estate management solutions. We prioritise client needs through a structured approach encompassing initial consultation, goal setting, bespoke financial planning, and ongoing review processes. Our independence ensures recommendations are market-comprehensive and aligned with client objectives, presented in writing for transparency. We specialise in tax-efficient estate planning, personal protection, and corporate financial solutions, supported by our sister company Chase Trust and Estate Planning Limited.Our commitment to excellence is demonstrated through our Chartered status, adherence to FCA regulations, and focus on long-term client relationships. With offices in Gloucester City Centre, we combine local expertise with national regulatory standards to empower clients in achieving their financial goals. Our founder, Andy Wilkinson, brings extensive industry experience since 1999, having previously worked with Moneysupermarket.com and acquired the business in 2019. We maintain active engagement with clients through regular reviews, ensuring their financial plans evolve with changing personal and corporate circumstances.
Services
Investment Advice
Estate Planning
Personal Protection
Corporate Advice
Retirement Planning
Details
- Year established: 2018
Highlights and features
- We hold Chartered Financial Planner status with over 10 years' industry experience
- Our FCA-authorised status ensures regulatory compliance and client protection
- We offer holistic financial planning covering investments, pensions, and estate management
- Our structured approach includes free initial consultations and ongoing plan reviews
- We maintain transparency through written recommendations and no hidden fees
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Investment Advice
We provide comprehensive investment advice covering ISAs, General Investment Accounts, Bonds, and Alternative Investments including Venture Capital Trusts. Our FCA-regulated services help clients build diversified portfolios aligned with their risk profiles and financial goals. We specialise in tax-efficient investment strategies for both individual and corporate clients.
Estate Planning
Our estate planning services focus on tax-efficient wealth transfer through trust planning, wills, and Lasting Powers of Attorney. We work closely with clients to create comprehensive succession plans that protect assets and ensure smooth intergenerational wealth transfer. Our sister company Chase Trust and Estate Planning Limited provides specialist support for complex estate arrangements.
Personal Protection
We advise on personal protection strategies to safeguard clients against financial risks from life's unexpected events. Our services include life insurance, critical illness cover, and income protection policies tailored to individual circumstances. We help clients create financial safety nets that protect their families and maintain lifestyle security during unforeseen circumstances.
Corporate Advice
We offer specialist financial advice for businesses including workplace pensions, SIPPs, SSASs, and business protection strategies. Our services help corporate clients manage employee benefits, commercial property investments, and risk mitigation. We provide tailored solutions that support business growth while ensuring compliance with regulatory requirements.
Retirement Planning
Our retirement planning services cover pre- and post-retirement strategies to ensure financial security in later life. We help clients build pension funds through tax-efficient investments and develop income strategies for retirement. We specialise in inheritance tax planning and creating sustainable income streams that maintain clients' desired lifestyle throughout retirement.
People
Andy Wilkinson
Chartered Financial Planner
With over 20 years' experience since 1999, Andy holds a CII advanced diploma in Financial Planning and an honours degree in Business and Financial Economics. He acquired Chase Financial Management in 2019 after working with Moneysupermarket.com's founding team.
Questions
What areas do you cover for financial planning services?
We provide financial planning services throughout the South West and Midlands regions from our Gloucester City Centre office.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 973065.
What qualifications do your financial advisers hold?
Our advisers hold Chartered status and the CII advanced diploma in Financial Planning, with over 10 years' combined industry experience.
Do you offer both personal and corporate financial advice?
Yes, we specialise in both personal financial planning and corporate financial solutions including pension schemes and business protection.
How do you approach financial planning for clients?
We follow a structured five-step approach: initial consultation, goal setting, bespoke financial planning, implementation, and ongoing reviews to ensure plans remain aligned with client objectives.
What investment options do you recommend?
We advise on a range of investments including ISAs, General Investment Accounts, Bonds, and Alternative Investments like Venture Capital Trusts and Business Property Relief schemes.
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