01452 560470

About Chase Financial Management

Chase Financial Management  Limited is authorised and regulated by the Financial Conduct Authority.

We are a local firm of reliable Chartered Financial Advisers with over 10 years’ experience, fully qualified and authorised to give Independent Financial Planning.

Based in Gloucester City centre, we provide holistic Financial Planning to both Individuals and Corporate clients throughout the Southwest and Midlands region.

Andy Wilkinson

Chartered Financial Planner APFS BA(Hons)

Andy has worked in the financial services industry since 1999 and holds a CII advanced diploma in Financial Planning. Having graduated with an honours degree in Business and Financial Economics in 1995, the early part of his career was spent in IT Management.

Andy acquired the business from Mark Dickens in November 2019 when Mark retired as a Financial Adviser, after over 30 years in the industry.

Andy enjoys giving holistic financial planning to his clients to enable them to achieve their financial goals. He especially enjoys the retirement and inheritance tax planning aspects of financial planning.

Prior to being a financial planner Andy worked for Moneysupermarket.com, part of the original team that launched the site in 1999. He worked both in web development and IT Management to build the Moneysupermarket brand from a start up to a FT250 company.