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.
• 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.
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.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.