by cwnikki_admin | Jun 16, 2026 | News
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...
by cwnikki_admin | May 14, 2026 | Events, News
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...
by cwnikki_admin | May 5, 2026 | Events, News
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...
by cwnikki_admin | May 5, 2026 | News
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...
by cwnikki_admin | Mar 17, 2026 | News
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...
