Meet the Team
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 15 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 by Diploma (DipPFS).
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.
Lee Murphy - Director
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.
Dominika Kubielas - Mortgage Adviser
Dominika started working for Financial Options in June 2013 and quickly became an integral part of the mortgage team. Over the next year she studied for and passed the Institute of Financial Services mortgage qualification CeMAP and continues to study towards her Level 4 diploma through the Chartered Insurance Institute.
Michael Stringer - Mortgage Adviser
Mike joined Financial Options in May 2013 and quickly became an indespensible member of the mortgage team specialising in all aspects of residential mortgage arrangement. He has studied for and passed the Institute of Financial Services mortgage qualification, CeMAP and has also completed the Level 4 qualification in Advanced Mortgage Advice to become a Certified Member of the Society of Mortgage Professionals.He also completed his Level 4 Diploma in Financial Planning in December 2016.
To contact Mike please e-mail him directly on email@example.com
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.
Jon Barwood - Financial Advisor
Jon joined the team as a Financial Adviser in September 2013. Prior to this he accumulated over ten years experience within Business Risk and Field Compliance Management roles for a number of high profile Wealth Management companies.
He holds a Level 4 Diploma in Financial Planning with the Chartered Insurance Institute (CII). He is also a member of the Personal Finance Society and the Financial Planners and Insurance Brokers Association.
Jon also has a 1st class BSc Honours degree in Viticulture and Oenology (vine growing and winemaking) from Brighton University which, while not relevant to his work, provides some interesting talking points around the office!
Aidan Mallinson - Mortgage Adviser
Aidan joined Financial Options in February 2017.