Tom joined Chase Wealth Solutions in 2018, having previously worked in the UK with a major bank, and was born and raised on the Isle of Man.

He specialises in all aspects of investment, pensions, and cashflow planning advice in order to help clients identify and achieve their desired objectives.

He holds a level 4 Diploma in Financial Advice with The London Institute of Banking & Finance (LIBF).

Tom’s outside interests revolve around family activities with his wife and daughters. Together with his wife, he runs a website and social media page, Kids on the Rock, to help parents and carers find things to do around the Island with their little ones.

Paul has worked in financial services for over 30 years, including a number of years in London, Switzerland and the Channel Islands.

He specialises in retirement planning, pensions and investments, as well as protection, bringing all aspects of financial planning together using cashflow modelling to help clients achieve and maintain their objectives and lifestyle.

He holds the level 4 Diploma in Financial Planning with the Chartered Insurance Institute (CII) as well as the SCQF level 9 Practical Investment Planning qualification.

When Paul is not immersing himself in the world of financial planning, he’ll be spending time with his family and two dogs.

Joining Chase Wealth Solutions in 2023, John has over 25 years’ experience as a Financial Adviser, the majority of which, concentrating on Mortgages and Protection advice.

Now focused purely on the protection market, John provides advice and arranges all types of protection products, for individuals, families and business partnerships.

If the weather’s nice at the weekend, and the football has finished, John knocks a small white ball round a large part of the countryside for 3-4 hours, sometimes calling it golf. “ The good thing about the golf, is that the Guinness in the 19th hole is always good”.

Having recently become grandparents for the first time, John and his wife Jill, are looking forward to spending a lot of time at the weekends, with their grand daughter.

Emma joined Chase Wealth Solutions as a Paraplanner in 2024, where she developed a strong technical foundation and gained extensive experience in research, financial planning and strategy. Her passion for helping people achieve their financial goals led her to progress into the role of Financial Adviser.

Today, Emma works with individuals and families, providing advice across pensions, investments and protection planning. She enjoys getting to know her clients, understanding what matters most to them and creating tailored financial plans to help them achieve their objectives.

Emma believes financial advice should be clear, accessible and easy to understand. By combining technical expertise with a friendly, client-focused approach, she helps clients make informed decisions and feel confident about their financial future.