Our Services
Investments
Pensions
Cash Flow & Lifestyle Planning
Protection
News & Events
๐ฌ๐ผ๐๐ฟ ๐ฅ๐ฎ๐บ๐๐ฒ๐ ๐ข๐ณ๐ณ๐ถ๐ฐ๐ฒ – ๐ช๐ต๐ผ ๐ถ๐ ๐ถ๐ป ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ๐ป!
With a slight change to the schedule, weโre pleased to let you know which adviser you can find at our Mountain View office each day: ๐ ๐ผ๐ป๐ฑ๐ฎ๐ & ๐ง๐๐ฒ๐๐ฑ๐ฎ๐ โ ๐ ๐ผ๐ฟ๐๐ด๐ฎ๐ด๐ฒ๐ Sandra from Financial Options...
Chase Financial Services Achieves Cyber Essentials Certification
Strengthening Our Commitment to Protecting Client Information We are pleased to announce that Chase Financial Services Limited, incorporating Financial Options and Chase Wealth Solutions, has...
PruFund Update – September 2026
Inflation, interest rates and ongoing geopolitical tensions continued to influence investment markets during the third quarter of 2026. Our latest Market Update reviews the recent quarterly review...
๐ฌ๐ผ๐๐ฟ ๐ฅ๐ฎ๐บ๐๐ฒ๐ ๐ข๐ณ๐ณ๐ถ๐ฐ๐ฒ – ๐ช๐ต๐ผ ๐ถ๐ ๐ถ๐ป ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ๐ป!
With a slight change to the schedule, weโre pleased to let you know which adviser you can find at our Mountain View office each day: ๐ ๐ผ๐ป๐ฑ๐ฎ๐ & ๐ง๐๐ฒ๐๐ฑ๐ฎ๐ โ ๐ ๐ผ๐ฟ๐๐ด๐ฎ๐ด๐ฒ๐ Sandra from Financial Options will be available for mortgage advice. advice@financialoptions.co.im...
Chase Financial Services Achieves Cyber Essentials Certification
Strengthening Our Commitment to Protecting Client Information We are pleased to announce that Chase Financial Services Limited, incorporating Financial Options and Chase Wealth Solutions, has successfully achieved Cyber Essentials Certification. Cyber...
PruFund Update – September 2026
Inflation, interest rates and ongoing geopolitical tensions continued to influence investment markets during the third quarter of 2026. Our latest Market Update reviews the recent quarterly review by Prudential to their PruFunds as well as developments across global...
Testimonials
This is what some of our clients have said about us.
I have dealt with Chase Wealth Solutions for several years and have always been very impressed with their services.
Julie is extremely knowledgeable and easy to deal with and I have been delighted with her recommendations.
Claire is so helpful and a huge asset to the firm.
Thank you both for helping me in such a friendly and efficient manner!
Amazing service from Tom at Chase Wealth Solutions.
Kind and accommodating, explained everything in a way I could understand so I could make the best choices.
Best thing I’ve ever done coming in to see you. If I hadn’t I’d still be plodding along dreaming of my retirement. I’m certainly happy with your advice – currently living my best lifeโ





