News and Events
Life at Chase Wealth Solutions is constantly evolving
Keep up to date with our latest news and activities.
๐ฌ๐ผ๐๐ฟ ๐ฅ๐ฎ๐บ๐๐ฒ๐ ๐ข๐ณ๐ณ๐ถ๐ฐ๐ฒ – ๐ช๐ต๐ผ ๐ถ๐ ๐ถ๐ป ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ๐ป!
With a slight change to the schedule, weโre pleased to let you know which adviser you can find at our Mountain View office each day: ๐ ๐ผ๐ป๐ฑ๐ฎ๐ & ๐ง๐๐ฒ๐๐ฑ๐ฎ๐ โ ๐ ๐ผ๐ฟ๐๐ด๐ฎ๐ด๐ฒ๐ Sandra from Financial Options will be available for mortgage advice. advice@financialoptions.co.im...
Chase Financial Services Achieves Cyber Essentials Certification
Strengthening Our Commitment to Protecting Client Information We are pleased to announce that Chase Financial Services Limited, incorporating Financial Options and Chase Wealth Solutions, has successfully achieved Cyber Essentials Certification. Cyber Essentials is a UK...
PruFund Update – September 2026
Inflation, interest rates and ongoing geopolitical tensions continued to influence investment markets during the third quarter of 2026. Our latest Market Update reviews the recent quarterly review by Prudential to their PruFunds as well as developments across global equities, bonds and property...
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 portfolios responded to...
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 andย Financial Optionsย hosted a Wine & Canapรฉs Evening at our new base atย Mountain View Innovation Centreย 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
Weโre excited to be expanding our services in the north at Mountain View Innovation Centre - and to celebrate, weโre 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...