An Associate Partner Practice of St. James's Place Wealth Management

Stuart Chase Financial Planning Limited

Stuart Chase

DipPFS
I have worked in financial services for over 18 years not only giving face to face financial advice to the general public but also managing and developing a team of highly skilled financial advisers.

I started my working career in the retail sector working for one of the major retailing groups in the UK. After completing 10 years working in various roles from customer sales through to supervisory and management roles, I decided to diversify and further my career by moving into financial services. My time in these roles has helped me truly understand the value of trusted face to face advice and the importance of long term relationships with my clients.

About

Stuart Chase Financial Planning Limited was established in November 2015, when I accepted an invitation to join St. James's Place Wealth Management as an Associate Partner Practice to support my own business. Our office is based in Lowestoft, Suffolk which enables us to provide advice to clients across East Anglia and the South Coast.

In 2015, Stuart accepted an invitation to join St. James's Place Wealth Management as an Associate Partner Practice to support his own business. This opportunity now gives Stuart the ability to put his clients at the heart of what he does, which is important to him and his business.

Here at Stuart Chase Financial Planning Limited, we aim to provide clear and trusted financial advice to private and professional clients. Stuart is committed to ensuring that his industry knowledge remains relevant and current by placing a strong emphasis on personal development. This ensures that he is able to provide a high quality face to face service, with the emphasis on building long-term relationships with his clients.

Outside of work, Stuart is a keen cyclist and triathlete. He likes music, football, films and spending time with his children.

Stuart also tries to raise money for charity through endurance challenges he takes on.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Qualified-Member-SMP-black.svg

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Stuart has been exceptional which makes poetic justice of the fact that his investments for me have been commendable. He is also capable of explaining the financial arena in plain English. Financial Advisers have to be well informed, intelligent and trustworthy. He is all of these and I can unhesita...
Gary Morgan |Bookseller, Haywards Heath
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I have been very happy in all my dealings with Stuart. He is kind and courteous and has given me his best attention and consideration at all times.
A J King |Retired, Woodbridge
I would not hesitate to recommend Stuart’s service. Since asking for his support, I have found him fully trustworthy and effective to my financial needs. His exceptional support has really helped me better understand my financial position and allowed me to grow my portfolio.
M E Lindfield |Business Manager, Haywards Heath
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Liz and I would like to take this opportunity to thank you for your advice over the last few years and the peace of mind it provided moving in to retirement. The care, attention and effort in suggesting the various investment options and on the management of risk enabled us to decide the route we s...
C Cooper |Retired, Ipswich
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Stuart Chase Financial Planning Limited is registered in England and Wales, Number 11647608. Registered Office: 42 Alexandra Road, Lowestoft, NR32 1PJ.
Stuart Chase
Stuart Chase Financial Planning Limited