Financial options isle of man


Simon has been providing Investment advice since June 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.

Gerald founded the parent company, Chase Financial Services, in and specialises in pension and Investment advice. Paul joined Chase Financial Services in 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.

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, financial options isle of man 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. 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 and is a well-known financial options isle of man Road and Fell runner.

Tom joined Chase Wealth Solutions after spending financial options isle of man number of years working within the area of Aeronautical Engineering. Tom is currently working towards a Level 4 Diploma in Regulated Financial Planning and is supporting clients by providing monthly valuations and investment market commentary.

Paul joined Chase Wealth Solutions in October to train as an Independent Financial Adviser, and who will be working closely with Mark and Gerald focusing on pension advice. Rhiannon also provides administrative support for the team, preparing financial options isle of man for client meetings and ensuring our database of client details is always up to date. Rhiannon has a great deal of experience in customer service and administration having worked within Banking for 3 years.

Simon Faulkner Head of Chase Wealth Solutions Simon has been providing Investment advice since June and specialises in lifestyle cash flow planning, investment planning and portfolio construction for both investment and pension plans. Mark will focus on providing pension advice for Chase Wealth Solutions. Rosy Craine Investment Coordinator Rosy supports the team administratively, providing an invaluable point of contact for our clients. Rhiannon Naylor Rhiannon also provides administrative support for the team, preparing documents for client meetings and ensuring our database of client details is always financial options isle of man to date.

Having graduated from Warwick University, Paul joined the firm inmaking it truly a family company. Paul specialises in arranging all types of mortgages from residential, commercial, right through to Buy-to-Let. He also offers expert advice on life assurance, health protection and key-man protection portfolios. Having spent most of his formative years and having been educated on the island, Paul is very much a local man with an appreciation of the opportunities and experiences that island life offers.

Gerald has acted as an Independent Financial Advisor financial options isle of man over twenty years with thirty five year's financial services experience.

Lee has over 10 year's valuable experience in the offshore financial industry working in both the Isle of Man and the Channel Islands and specialises in all offshore matters particularly with respect to the jurisdictions Isle of Man, Jersey, Guernsey, BVI and the Bahamas.

Dominika started working for Financial Options in June and quickly became an integral part of the mortgage team. Over the next year she studied for and passed the Institute of Financial Services mortgage qualification CeMAP and continues to study towards her Level 4 diploma through the Chartered Insurance Institute.

To contact Financial options isle of man please e-mail him directly on mike financialoptions. Simon joined Financial Options in June and specialises in constructing savings plans, investment plans and pension investment portfolios. Prior to joining Financial Options Simon set up and ran several companies and spent considerable periods working for both Shell and IBM. Jon joined the team as a Financial Adviser in September Prior to this he accumulated over ten years experience within Business Risk and Field Compliance Management roles for a number of high profile Wealth Management companies.

Jon also has a 1 st class BSc Honours degree in Viticulture and Oenology vine growing and winemaking from Brighton University which, while not relevant to his work, financial options isle of man some interesting talking points around the office!

Aidan joined Financial Options in February Search Search Financial Options - the right choice for your finances. Best Fixed Rate Mortgage 1. Paul Chase - Director Having graduated from Warwick University, Paul joined the firm inmaking it truly a family company. Gerald Chase - Director Gerald founded the company in and specialises in pension and investment advice. Dominika Kubielas - Mortgage Adviser Dominika started working for Financial Options in June and quickly became an integral part of the mortgage team.

Simon Faulkner - Director Simon joined Financial Options in June and specialises in constructing savings plans, investment plans and pension investment portfolios. For more information please feel free to contact using financial options isle of man following details: