WE ARE LEADING PROVIDERS OF INDEPENDENT FINANCIAL ADVICE

We were established in 1997 by Dave Marler, and have grown to be one of the largest and most respected independently owned financial advisors in Oxfordshire. Priding ourselves on client satisfaction.

The company and its advisors are authorised and regulated by the Financial Services Authority. All our advisors are professionally qualified to give truly independent advice on any financial services issues.

Financial Process


the first meeting		in order to build up your financial profile, we need to ask certain questions to get to know you. we call this the Fact Find, which is fully confidential.

relevant areas		present recommendations, obtain your instructions, explain what happens.

analysis & diagnosis		assess your options, prepare a plan, arrange a second meeting

second meeting		present recommendations, obtain your instructions, explain what happens.

review meeting		update with any changes to your circumstances or objectives. see how your plans are progressing.


CHASE FINANCIAL SERVICES LTD Prospect House Baynards Green Bicester UK OX27 7SG
Location Map	Directions
tel: 01869 345588 fax: 01869 345828 info@chasefinancialservicesltd.co.uk Registration Address: As Above UK Registration Number:3375228
Directors Richard Marler David Marler Julie Wigg
Other Advisers Max Robson David Brookbank Andy Morris David Carter

CHASE FINANCIAL SERVICES LTD is Authorised and Regulated by the Financial Services Authority. CHASE FINANCIAL SERVICES LTD is entered on the FSA register (www.fsa.gov.uk/register/) under reference 183547