Chase Wealth Solutions
Chase Wealth Solutions are part of Chase Financial Services, a company with over 20 years experience as an Independent Financial Advisers. The staff at Chase Wealth Solutions are all highly qualified, with experience in every aspect of providing independent advice. At Chase Wealth we: • Are tied to no company or group of companies so we can give truly independent advice and thereby provide a better outcome for you • Understand everyone is an individual so we provide highly tailored solutions to meet your needs • Bring together the experience of specialists in Investments, Pensions, Protection and Mortgages to provide a holistic financial solution for you • Act ethically, always give honest answers, provide clear charging and excellent service throughout the advice process Further information on the services we provide can be found on our website: Chase Financial Services Limited, trading as Chase Wealth Solutions and Financial Options, is licensed by the Isle of Man Financial Services Authority.
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Verified contacts
15
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JO
Julie Owen
Chartered Financial Planner · Finance & Accounting
EmailPhone - EK
Emma Keogh Cert
Paraplanner · Finance & Accounting
EmailPhone - JS
John Shields
Protection Adviser · Sales & Business Development
EmailPhone - LB
Lindsey Blenkinsop
Human Resources Officer · Human Resources
EmailPhone - MP
Mariela Petrova
Data Analyst · Information Technology
EmailPhone - NM
Nikki McPhilimey
Marketing Coordinator · Advertising & Marketing
EmailPhone - RC
Rosy Craine
Financial Adviser · Finance & Accounting
EmailPhone - GC
Gerald Chase
Business Owner · General Business & Management
EmailPhone - PC
Paul Chase
Business Owner · General Business & Management
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Chase Wealth Solutions
12 distinct titles indexed · top 10 shown.
- 2business owner
- 2deputy head of compliance
- 1chartered financial planner
- 1data analyst
- 1director senior financial planner
- 1financial adviser
- 1financial advisor
- 1human resources officer
- 1marketing coordinator
- 1non executive director
- +2more titles
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