DeMontfort Chase Wealth Management was established in 2014 by Justin and Aimee and joined St. James's Place Wealth Management in August 2015.
The sole purpose of DeMontfort Chase is to meet our client’s objectives and aspirations and we pride ourselves on providing a first-class service.
In 2017 DeMontfort Chase acquired a large proportion of Michael Zaman’s clients due to Michael indicating he would like to retire within the following couple of years. Michael has been a founder member of St. James's Place serving nearly thirty years with the company. Michael’s clients are in the main legal and accounting professionals and business owners in the Yorkshire area.
Also, in 2017 DeMontfort Chase acquired part of Gregory Financial Management, which was followed up in May 2018 with the remaining part. David and Sarah had spent nine years growing a business from scratch providing first class financial planning services to Lincolnshire based clients. David has joined DeMontfort Chase as an adviser and mentor providing excellent business know how. David had built a general practice business with some local legal, accounting and mortgage connections.
2018 also saw DeMontfort Chase acquire Ryehill Wealth Management when retiring adviser Jonathan Hardwick and office manager Lesley decided to retire. Over the preceding eleven years Jonathan and Lesley developed a business which is largely embedded in Derbyshire and built on good old fashioned hard work and excellent technical planning which resulted in them planning for multiple family members intergenerationally and friends of clients.
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