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Lifestyle Planning | Encompass

Welcome to Lifestyle Planning, our final service offering. Lifestyle Planning has been specifically designed with your retirement in mind and to be there for you at a stage in life when you can finally enjoy the wealth y
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Active Wealth | Encompass

Introducing Active Wealth, the next step on life s journey and the perfect partner for maximising your wealth. This service has been created with you in mind and offers all the financial guidance you would need at this s
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OUR SERVICES | Encompass

We are all individuals, with different stories, different journeys and different ambitions in life, so no wealth management plan is the same as the next. That s why we always put your interests at the heart of everything
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Sue Drake | Encompass

Sue also spends some of her time as the Finance Director of Encompass and helping to develop professional connections. Outside of work Sue enjoys spending as much time as possible with her family who are a very important
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Chase Wealth Solutions | Chase Wealth | Financial Adviser Isle of Man

On Friday 10th May, we met with Sarah Cubbon from Hospice Isle of Man and presented her with a cheque from money that was raised for holding a number of dress down days, a cake sale and an Easter...
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Contact us | Encompass

Whether you are an existing client just wanting reassurance that you are doing everything you can to organise your future, or someone just starting to think about your financial security for the coming years, why not put
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Mark Courage | Encompass

Encompass
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Sean McGonagle | Encompass

Sean spent 16 years at Standard Life as a senior consultant and latterly within the wealth management division providing the more detailed investment and tax advice required by high net worth clients.
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Wayne Phillips | Encompass

Wayne has worked in the financial services sector for the past 27 years. He first cut his teeth as a financial advisor with Prudential and by the time of his departure in 2001 had worked for many years in a middle manage
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PEACE OF MIND | Encompass

Working closely with you and external professional advisors, we help you focus on your dreams, help you to review and create a realistic plan that starts today and lets you manage your future with reassured confidence.
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