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
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Stephen Millward
About us

At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result.

The freedom to advise objectively

• We are free to create financial plans that are totally unconstrained by any obligation – other than to our clients

• From investment management and estate planning, to employee benefits and business advice, we offer solutions that are drawn from the whole market

• We give each solution careful consideration and only then recommend one that is right for you and your situation

• We are a team, but we think and act independently. This helps us give a more considered, creative and
sometimes non-obvious solution.

About us

• We are one of the country’s leading independent financial advisers

• We offer wide national coverage with regional offices and over 200 independent financial advisers and about 250 technical and back-office specialists

• Our advisers are encouraged to attain the highest levels of industry qualification and pursue advisory specialisms.

Our services

Independent Financial Advice, Employee Benefits Strategies, Investment Planning, Pension Planning, Employee Financial Education, Retirement Income Strategies, and Inheritance Tax Planning

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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