Chase de Vere Independent Financial Advisers

Independent Financial Adviser  2 Caspian Point, Cardiff, CF10 4DQ
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FCA authorised
Last authorised 16th November 2020
For forty years we've helped clients take control of their finances and face the future confidently. Find out how.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
Meet our advisers
Jason Lewis
About us

Every independent financial adviser will say they're different. But do they actually 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, because few advisers can set themselves apart like us:
We’re older and wiser - We've been a trusted source of financial advice since 1969, making us one of the most experienced independent financial advisers in the UK.

We’re independent and objective 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.

We’re 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 adviser also works within our own rigorous management and regulatory frameworks.

By applying our core strengths to answer the needs of our clients, we enable them to take the future into their own hands so that they can continue living comfortable, fulfilling and independent lives through to retirement, and

Our services

We are one of the few national firms able to offer truly independent financial advice. Our comprehensive service is always applied to your specific requirements - whatever your stage of life, we can help - from investment planning and wealth preservation to insurance protection and providing for your retirement.
We treat you as an individual by looking at your circumstances, needs and objectives on a one-to-one basis. Only after we’ve viewed financial planning for you ‘in the round’ will we then find the best financial solutions to meet your goals. We’ll provide you with the best service for your needs.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

2 Caspian Point, Pierhead Street, Cardiff Waterside, Cardiff, CF10 4DQ

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