Our Services
Mortgages
Financial Options have a large, experienced and dedicated mortgage team that will look after your mortgage query from start to finish. They are able to introduce your mortgage to all of the main high street lenders on island and as such can arrange for the very best mortgage options for you.
If you are interested in finding out more about arranging a mortgage please click on the link below which will take you to our Mortgage Team’s website, Financial Options.
Testimonials
Our passion is to provide the highest level of customer service achievable.
This is what some of our clients have said about us.
Since being introduced to Tom 3 years ago we have been given sufficient confidence in his professional advice to move most of our investments to his control. We receive very regular, transparent and honest updates and advice and feel that he fully understands our personal needs and aspirations. Tom’s diligence with our investments finally persuaded us to also move our pension pot from another manager to the care of Chase Wealth. Even through this past Covid ridden year Tom has steered us well.
Over the years since first meeting with Gerald, we have saved thousands of pounds with the mortgages arranged for us by Chase and gained thousands with the wise investments they have organised and managed for us, the yield of which far exceeded any ‘normal’ interest that was available. This has left me in a great position to retire early (56) and enjoy life without any monetary worries, mortgage free! Their service has always and continues to be friendly and efficient.
Lifestyle Planning with Julie has been the most reassuring thing we could have done and was well worth the time it took. Thinking about whether or not to take early retirement was scary for us. Can we afford it? Will we run out of money? We now know we can afford it, we’ve optimised our current investments and we have a plan for our future. It’s given us peace of mind.