Chase Wealth Solutions and Financial Options are continuing to grow and evolve and over the last few months have been very pleased to welcome five new team members into the family.

The Chase Wealth team are now 17 strong after Leeanne Keary, Kinry Glassey and Vianca Bangayan joined the fold.

Leeanne has over 20 years’ experience in the financial services industry and is bridging the gap between the advisers and client services in her role as Paraplanner.

Kinry has also joined as a Paraplanner after previously working for Friends Provident and other large life assurance companies in a customer service and sales role.  She is currently studying for her Diploma in Regulated Financial Planning with the aim of becoming a Financial Adviser.

Vianca became part of the Chase Wealth team in September and is working in an administrative capacity.  She too is studying to become a Financial Adviser.

Paul Chase, company director, said, “It is great to see that our new colleagues have the drive and determination to progress in their roles at Chase Wealth by studying towards their financial qualifications.  We look forward to supporting them every step of the way”.

Financial Options have had their busiest three months to date recently with mortgage and life assurance business, and to cope with the increasing demand, Jenni Parkin and Larisa Butterworth have been appointed as Mortgage Administrators and both are already training to become full Mortgage Advisers.

Jenni previously worked for Financial Options in a temporary capacity in July 2019 whilst studying at university and has since joined the team full time.

Larisa comes from a background of lending and brings with her a wealth of experience and knowledge and along with Jenni is currently studying the CeMAP qualification which will make them both fully qualified Mortgage Advisers.

Paul continues, “Despite Covid, the Mortgage team have had a stellar year and have arranged over a £110 million of lending on island.  It has been fantastic that we were able to welcome Jenni back and appoint Larisa in vital administrative roles to support the team of advisers”.

Chase Wealth and Financial Options are certainly moving from strength to strength, with more plans on the horizon for 2021.  Watch this space!