Chase de Vere Independent Financial Advisers

Independent Financial Adviser 4th Floor, 20 Manvers Street, BATH, BA1 1JW
FCA verified
10th June 2019
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
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
Meet our advisers
Charles Hopkins
Chartered Financial Adviser
Where to find us

4th Floor, 20 Manvers Street, BATH, BA1 1JW

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.

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

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