Chase de Vere Independent Financial Advisers

Independent Financial Adviser  Chase de Vere Independent Financial Advisers, West Midlands, Birmingham, B3 2DX
FCA authorised
Last authorised 25th January 2021
We can advise you on
ISA / Unit Trusts / OEICs
Offshore investments
Unit trusts
Savings for children
Taxation planning
Group Pension/Stakeholder
Group Protection/Life Insurance
Long term care
Meet our advisers
David Wickes
About us

Why we're different!
Of course, every independent financial adviser will say they're different. Can they actually demonstrate they have the experience, expertise and know-how to offer the right advice, in the right way, at the right time?
At Chase de Vere, we think we can, and you can read more about the specific ways we've helped some of our clients in our testimonials section. Here are a few things that we believe set us apart:
Older and wiser - We've been a trusted source of financial advice since 1969, making us one of the oldest and most experienced independent financial advisers in the UK. We're here to help preserve and grow our clients' wealth whatever the financial climate - fair, stormy or anywhere in between.
Independent and objective - Think of us as your ally. An expert, sitting on your side of the table, who acts solely in your interests. Being completely independent, we're not tied to any bank, building society, mortgage or pension provider. At our disposal, we have the whole of the marketplace to find the best solutions and strategies to suit your needs. Being independent experts, we're often asked for our opinion by the press and broadcast.

Our services

Comprehensive, yet specific - Whatever your stage of life, we can help - from investment planning and wealth preservation to insurance protection and providing for your retirement. Again, it means we can look at your financial planning as a 'whole', then find the best financial solutions to meet your specific needs.

Highly qualified and closely regulated - All our financial advisers are highly qualified - many beyond the standards required by our regulator, the Financial Conduct Authority. What's more, to ensure the quality and consistency of advice, your financial adviser also works within our own rigorous management and regulatory frameworks.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
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    Face to face

Chase de Vere Independent Financial Advisers, 1 Cornwall Street, West Midlands, Birmingham, B3 2DX

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