Our Services
Investments
Whatever your savings and Investment needs, we have a comprehensive selection of products suitable for the most cautious to the highly adventurous investor.
At Chase Wealth Solutions we have over 25 years of experience in providing investment solutions to our clients. We offer a very wide range of Investments to meet clients’ differing needs.
Whether adventurous or conservative in your investment outlook we have a solution for you, including investments which offer guarantees.
Past performance is not an indicator of future performance. The value of your investments can go down as well as up, so you could get back less than you invested.
With a keen eye on sustainability and the environment, we are particularly pleased to offer a range of Environmental, Social Governance (ESG) Portfolios.
For all your investment and savings needs we are confident we can offer a solution to meet your requirements.
Past performance is not an indicator of future performance. The value of your investments can go down as well as up, so you could get back less than you invested.
Investments review
- Confirming your portfolio continues to meet your requirements for diversification, income generation and growth
- Reassessment to ensure that your portfolio matches your attitude and tolerance to risk and requirements for liquidity
Investment reporting
- We provide all our clients the ability to view valuations via their own Personal Finance Portal
- Clients with Portfolios receive a written report every quarter which reports on the performance of their investment
Testimonials
Our passion is to provide the highest level of customer service achievable.
This is what some of our clients have said about us.
I have been a client of Chase Wealth Solutions for many years and cannot fault their service and assistance, they are a friendly, knowledgeable and helpful company.
Have you have been to a financial institution where there is no continuity with your point of contact and there are endless waits on the phone while you are transferred between offices in other jurisdictions and you feel like you’re just a number on a computer screen? Chase are the opposite of that, their team are always available and face to face meetings can be arranged within days at times convenient to you.
I would not hesitate to recommend them.
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.
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.