Paul Chase
Director
Paul joined Chase Financial Services Limited in 1999 as a trainee Financial Adviser. Having quickly passed the required qualifications, he started advising his own clients and developed a speciality in providing the whole range of lending services. Having developed the Financial Options team into a successful group of mortgage professionals, he has now taken up the new challenge of Business Development alongside his role as board director.
Paul holds a degree from Warwick University, is a member of the Personal Finance Society and holds a Level 4 Diploma in Financial Planning and the Institute of Directors Certificate in Company Direction (distinction).
Paul Chase
Director
Paul joined Chase Financial Services Limited in 1999 as a trainee Financial Adviser. Having quickly passed the required qualifications, he started advising his own clients and developed a speciality in providing the whole range of lending services. Having developed the Financial Options team into a successful group of mortgage professionals, he has now taken up the new challenge of Business Development alongside his role as board director.
Paul holds a degree from Warwick University, is a member of the Personal Finance Society and holds a Level 4 Diploma in Financial Planning and the Institute of Directors Certificate in Company Direction (distinction).
Julie Owen
Director
Julie specialises in pension and investment advice. She has over 25 years’ experience in financial services having worked for Royal Skandia (now Utmost International) for 16 years before becoming a Chartered Financial Planner.
Julie holds a Level 6 Advanced Diploma Status with the Chartered Insurance Institute and is also an experienced Lifestyle Financial Planner. She can help clients to identify, achieve and maintain their desired lifestyle.
Tom Wolter
Director and Financial Adviser
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 Wheeler
Director and Financial Adviser
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.
Dave Wilson
Non-Executive Director
Dave is a Fellow of the Chartered Certified Accountants (FCCA) and joined the Chase Financial Services Limited board in March 2023 with more than 30 years business experience in the Isle of Man across a wide range of sectors including financial services. Dave also holds the Institute of Directors Certificate in Company Direction.
Dave has a keen interest in sport and is also a qualified Windsurf, Wing-Foil and Paddleboard Instructor, volunteering for the Isle of Man Sea Cadets. These skills and passion bring a diverse thought process to the Board Meetings.