The company ethos is based upon individual advice tailored to the client's needs and aspirations. We believe in building long term relationships with our clients. Many of
our advisers have relationships that span decades and generations of families.
These relationships are based upon trust and understanding. Our directors each have over 20 years experience in the Financial Services Industry and are well
supported by an experienced administrative team.
Chase Asset Management believes strongly in customer service and the Company has invested in state of the art technology to allow our team to offer the very best
advice and service to both new and existing clients.
I started my Financial career at Scottish Provident in 1994, and I have worked for Independent Financial Advisers since 2002; I specialise in retirement advice and I help people retire earlier than expected, with the knowledge that they will have enough money to last for the rest of of their lives.
I became an Independent Financial adviser in 2010 and provide advice to individuals and businesses in Cumbria and North Lancashire.
Over the years I have encountered many of the issues that face the general public regarding their financial planning issues, whether this is protection needs, investment
planning or retirement planning.
As a member of the Personal Finance Society (PFS), I must adhere to their standards of knowledge, professional development and ethical behaviour. I can help you make better
financial decisions, whatever your circumstances.
I live in Milnthorpe with my wife Michelle and two children. I am a keen sports fan and a very keen, but not very good guitar player.
M: 07972 726 782