Meet the Team
Director Chase Financial Services
Paul joined Chase Financial Services in 1999. He and his team, who are based within Financial Options, provide expert mortgage and protection advice so that Chase Wealth Solutions can provide a truly comprehensive financial planning service.
Paul holds a degree from Warwick University, is a member of the Personal Finance Society and holds a Level 4 Diploma in Financial Planning.
Director Chase Financial Services
Gerald founded the parent company, Chase Financial Services, in 1997 and specialises in pension and Investment advice.
Gerald is a fellow of the Chartered Institute of Bankers (FCIB). He is a member of the Personal Finance Society and holds a Level 4 Diploma in Financial Planning.
Director Chase Wealth Solutions
Simon has been providing Investment advice since June 2007 and specialises in lifestyle cash flow planning, investment planning and portfolio construction for both investment and pension plans. In previous careers Simon set up and ran several companies after a period working for both Shell and IBM. Simon is accredited with a BA Honours degree in Economics from Leeds University, a Diploma in Economics from the University of York and the degree of Master of Business Administration (MBA) from Cranfield University. Simon is a member of the Personal Finance Society and holds a Level 4 Diploma in Financial Planning with Chartered Insurance Institute (CII).
Jon has worked within wealth management for over ten years and holds Level 4 Diploma Status with the Chartered Insurance Institute. He also has a first class degree in Winemaking from Brighton University which, while not particularly useful, provides some interesting talking points around the office!
Mark has a wealth of experience gained over nearly 45 years working with Standard Life and as an Independent Financial Adviser in the UK. With Mark’s knowledge of UK pensions and his thorough understanding of how a UK Financial Adviser operates, Mark’s knowledge brings further skills to our well-established team.
Mark will focus on providing pension advice for Chase Wealth Solutions.
Paul joined Chase Wealth Solutions in October 2017 and was approved as an Independent Financial Adviser in June 2018. He has 25 years’ experience in financial services and holds the level 4 Diploma in Financial Planning through the Chartered Insurance Institute, as well as the Certificate for Financial Services (Trusts & Estate Planning) from the Society of Trust & Estate Practitioners.
Tom joined us having worked in the UK with a major bank for over 5 years. He specialises in investment advice and holds Level 4 Diploma status with The London Institute of Banking & Finance (LIBF).
Julie specialises in pension and investment advice. She has over 25 years’ experience in financial services having worked for Royal Skandia (now Old Mutual 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.
Rosy supports the team administratively, providing an invaluable point of contact for our clients. Rosy ensures that all our clients receive regular financial reviews, thereby ensuring we provide ongoing advice and service in order to fully meet client needs. Rosy has a wealth of experience gained from working within the Financial Services Sector since 1996 and is a well-known local Road and Fell runner.