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Meet the Team
Gerald Chase - Director
Gerald founded the company in 1997 and specialises in pension and investment advice.
Gerald is a Fellow of the Chartered Institute of Bankers (FCIB), Financial Planning Certificate and Member of the Personal Finance Society (Cert PFS).
Gerald has acted as an Independent Financial Advisor for over twenty years with thirty five year's financial services experience.
Paul Chase - Director
Having graduated from Warwick University, Paul joined the firm in 1999, making it truly a family company.
Paul has acted as an Independent Financial Advisor for over ten years and is able to provide a whole range of valuable financial advice both to local residents, national and international clients.
Paul specialises in arranging all types of mortgages from residential, commercial, right through to Buy-to-Let. He also offers expert advice on life assurance, health protection and key-man protection portfolios.
Having spent most of his formative years and having been educated on the island, Paul is very much a local man with an appreciation of the opportunities and experiences that island life offers.
Paul is accredited with BA Honours, Financial Planning Certificate and is a Member of the Personal Finance Society (Cert PFS).
Frank Bowker - International Investment Director
Frank worked in the Investment Division of Barclays Bank PLC for 32 years and has been a Fund Manager, Financial Advisor, Business Development Manager and a Senior Technical Training Manager within the Barclays Group and heads up our international investment advisory business aimed at Isle of Man residents and clients based around the globe.
Frank worked both in London and internationally for Barclays, having spent the last 10 years of his career based in London and the Isle of Man, specialising in international premier and private banking clients.
At age 50 Frank decided to pursue a career as an Independent Financial Adviser on the Isle of Man and joined Financial Options in 2006 as an Investment Director, now based in our Laxey office.
Frank is a member of the Securities Institute and the Chartered Institute of Personnel Development.
Simon Faulkner - Director
Simon joined Financial Options in June 2007 and specialises in constructing savings plans, investment plans and pension investment portfolios.
Prior to joining Financial Options Simon set up and ran several companies and spent considerable periods working for both Shell and IBM.
Simon is accredited with a BA Honours in Economics, a Diploma in Economics and a Master of Business Administration (MBA). Simon is a member of the Personal Finance Society and holds the Financial Planning Certificate.
Kriss Lane - Administrator
Kriss has been with the team since July 2007 following several years administrative banking experience and is a valuable member of our administrative team.
Kriss will soon be attending college to study for his Financial Planning qualification.
Lee Murphy - Director
Lee joined the firm in 2008 and heads our Corporate Service Provider, Corporate Options and our Isle of Man relocation business, Relocation Options.
Lee is accredited with BA Honours, Associate of the Chartered Institute of Secretaries and Administrators (ACIS) and is a Member of the International Compliance Association (MICA).
Lee has over 10 year's valuable experience in the offshore financial industry working in both the Isle of Man and the Channel Islands and specialises in all offshore matters particularly with respect to the jurisdictions Isle of Man, Jersey, Guernsey, BVI and the Bahamas.
Michelle Murphy - Manager
Michelle is a true Isle of Man local having been born and raised and having worked on the island all her life, with the exception of the University years and a spell working in the Channel Islands.
Michelle manages our Corporate Division, Corporate Options and is accredited with BA Honours and is currently studying towards completion of the Institute of Chartered Secretaries and Administrators qualification.
Michelle has accrued over 10 years experience in the offshore financial sector in the Isle of Man and the Channel Islands and her areas of expertise are Isle of Man and international company formation and corporate secretaryship.
For more information please feel free to contact using the following details:
Contact information
Email: advice@financialoptions.co.im
Telephone: 00 44 (0) 1624 612611
Fax: 00 44 (0) 1624 628523
Address: 68 Athol Street, Douglas, Isle of Man, IM1 1QQ