Chase de Vere Independent Financial Advisers

Independent Financial Adviser  Chase de Vere Independent Financial Advisers Ltd, BATH, BA1 1JW
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FCA authorised
Last authorised 30th 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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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Charles Hopkins
Chartered Financial Adviser
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

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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Chase de Vere Independent Financial Advisers Ltd, 20 Manvers Street, BATH, BA1 1JW

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