Paraplanners
Leeanne Keary
Paraplanner
Leeanne works as a Paraplanner at Chase Wealth Solutions, co-ordinating communication between advisers and client services.
Leeanne has over 20 years’ experience as a Paraplanner. She completed her studies in Australia before returning to the Isle of Man in 2011.
Leeanne Keary
Paraplanner
Leeanne works as a Paraplanner at Chase Wealth, co-ordinating communication between advisers and client services.
Leeanne has over 20 years’ experience as a Paraplanner. She completed her studies in Australia before returning to the Isle of Man in 2011.
Jade Watterson
Paraplanner
Jade started at Chase Wealth Solutions in August 2022 as an Administrator.
She has worked in the Financial Services industry her whole working life, totalling over 20 years.
Jade previously lived in London and moved to the island in 2007.
Emma Keogh
Paraplanner
Emma started at Chase Wealth Solutions in January 2024 as a Paraplanner.
She has previously worked in Banking for 7 years and has been working in the Financial Services Industry for nearly 5 years.
Emma is originally from Dublin, Ireland and moved to the Island in 2019.
Emma Keogh
Paraplanner
Emma started at Chase Wealth Solutions in January 2024 as a Paraplanner.
She has previously worked in Banking for 7 years and has been working in the Financial Services Industry for nearly 5 years.
Emma is originally from Dublin, Ireland and moved to the Island in 2019.
Administrators
Mariela Petrova
Data Analyst
Mariela joined Chase Wealth Solutions in September 2018 and works as a Data Analyst.
She used to work as a Chief Expert for 13 years in ‘Statistics and Analysis department’ of National Customs Agency, Ministry of Finance, Bulgaria.
Mariela holds a Master’s degree in Statistics and Econometrics from University of National and World Economy, Sofia, Bulgaria. She also has a degree in Banks and Bank Operations from the Institute for Graduate Studies – University of National and World Economy, Sofia, Bulgaria.
.
Mariela Petrova
Data Analyst
Mariela joined Chase Wealth Solutions in September 2018 and works as a Data Analyst.
She used to work as a Chief Expert for 13 years in ‘Statistics and Analysis department’ of National Customs Agency, Ministry of Finance, Bulgaria.
Mariela holds a Master’s degree in Statistics and Econometrics from University of National and World Economy, Sofia, Bulgaria. She also has a degree in Banks and Bank Operations from the Institute for Graduate Studies – University of National and World Economy, Sofia, Bulgaria.
Claire Creer
Senior Administrator
Claire started at Chase Wealth Solutions in August 2022 and works as a Senior Administrator providing support to the IFAs.
She previously worked in banking and mortgages and then within the IFA business in 2015.
Claire also holds a CeMAP qualification.
Claire Creer
Senior Administrator
Claire started at Chase Wealth Solutions in August 2022 and works as a Senior Administrator providing support to the IFAs.
She previously worked in banking and mortgages and then within the IFA business in 2015.
Claire also holds a CeMAP qualification.
Nikki McPhilimey
Marketing and Events Co-Ordinator
Nikki moved to the Island in April 2019 and within weeks became a part of the Chase Wealth Solutions team, working predominantly in a Marketing role.
She has over 15 years’ experience in Media and Marketing in the education sector and is looking to further develop the Chase Financial Services Limited brand and increase awareness of the products and services we offer.
In her spare time she likes to explore the Isle of Man and its stunning scenery with her partner and pooch.
.
Nikki McPhilimey
Marketing and Events Co-Ordinator
Nikki moved to the Island in April 2019 and within weeks became a part of the Chase Wealth Solutions team, working predominantly in a Marketing role.
She has over 15 years’ experience in Media and Marketing in the education sector and is looking to further develop the Chase Financial Services Limited brand and increase awareness of the products and services we offer.
In her spare time she likes to explore the Isle of Man and its stunning scenery with her partner and pooch.