News and Events
Life at Chase Wealth Solutions is constantly evolving
Keep up to date with our latest news and activities.
Market Update – Q2 2026
Geopolitical tensions, changing energy prices and uncertainty over interest rates all influenced investment markets during the second quarter of 2026. Our latest Market Update reviews developments across global equities, bonds and commodities, explains how diversified...
A Promotion for Henry
Chase Wealth Solutions are pleased to announce that Henry Wood has been appointed to the role of Chartered Financial Planner & Team Lead. Alongside continuing to manage his own client bank, Henry will now: Provide day-to-day leadership and coaching for Junior Advisers and the CWS Protection...
Wine and Canapes Evening at Mountain View
Last Thursday evening, Chase Wealth Solutions and Financial Options hosted a Wine & Canapés Evening at our new base at Mountain View Innovation Centre in Ramsey, celebrating the opening of our new office in the North. With just under 50 guests in attendance, it was a fantastic evening of...
Open Day at Mountain View – 9th May
We’re excited to be expanding our services in the north at Mountain View Innovation Centre - and to celebrate, we’re hosting an Open Day at our new Ramsey base on Saturday 9th May, from 10am to 3pm. Stop by for a relaxed chat with our advisers about how we can support your financial goals. Why not...
Chase Wealth Solutions and Financial Options are in the North!
Chase Wealth Solutions and Financial Options are delighted to announce a further expansion of their services in the north of the Isle of Man, reinforcing their commitment to improving access to high-quality financial advice for local residents. Building on a long-standing reputation for...
Exam Success for Emma
Congratulations to our colleague Emma Keogh who has passed her final CII exam – RO3 in Taxation – and has now completed her Diploma in Regulated Financial Planning! This is a fantastic achievement. These exams are known for being challenging, and Emma has shown real commitment, resilience and hard...
Award Success for Henry
Some of the Chase Wealth Solutions and Financial Options team were delighted to attend the CII Annual Dinner at the Comis Hotel on Friday evening - a fantastic event celebrating excellence and achievement across the finance and insurance profession. It was a wonderful opportunity to come together...