Advising the Island for over 27 years

Investments | Pensions | Cashflow | Protection

Topping up your UK State Pension

If you have lived or worked in the UK for 3 or more years, you might be able to increase your UK State Pension!

Our Services

At Chase Wealth we provide a holistic financial planning service throughout your lifetime.

Investments

We offer a comprehensive range of investment solutions to suit each individual.

Pensions

Chase Wealth Solutions can review and/or set up individual or group pensions to fit with your personal needs.

Cash Flow & Lifestyle Planning

This service includes a full review of your finances to help you achieve your lifestyle goals.

Protection

A range of policies personalised to protect you, your family, the assets you have and your future income.

News & Events

Market Update – Q2 2026

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...

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A Promotion for Henry

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,...

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Market Update – Q2 2026

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...

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A Promotion for Henry

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...

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Wine and Canapes Evening at Mountain View

Wine and Canapes Evening at Mountain View

Last Thursday evening, Chase Wealth Solutions and Financial Options hosted a Wine & Canapés Evening at our new base at Mountain View Innovation Centre in Ramsey, celebrating the opening of our new office in the North. With just under 50 guests in attendance, it...

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Testimonials

Our passion is to provide the highest level of customer service achievable.
This is what some of our clients have said about us.

I have dealt with Chase Wealth Solutions for several years and have always been very impressed with their services.

Julie is extremely knowledgeable and easy to deal with and I have been delighted with her recommendations.

Claire is so helpful and a huge asset to the firm.

Thank you both for helping me in such a friendly and efficient manner!

Margaret Bradshaw

Amazing service from Tom at Chase Wealth Solutions.

Kind and accommodating, explained everything in a way I could understand so I could make the best choices.

Jennifer James

Best thing I’ve ever done coming in to see you. If I hadn’t I’d still be plodding along dreaming of my retirement. I’m certainly happy with your advice – currently living my best life’

Kathi

Other Services

Our Mortgage Team, Financial Options, provides the following financial services and products should you need them.
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Mortgages - Financial Options

Our large team of independent mortgage advisers with access to all the island lenders, providing free and unbiased advice.

Buy to Let/Commercial - Financial Options

Comprehensive Buy to Let and Commercial mortgage advice.
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Relocating to the Isle of Man – Chase Wealth Solutions

Offering a full financial service for people and businesses looking to relocate to the Isle of Man, covering investment, pensions and financial migration.

Contact us if you would like to know more about our services