Chase de Vere Independent Financial Advisers

Independent Financial Adviser  Verity House, Arthington, West yorkshire, LS16 9EU
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FCA authorised
Last authorised 18th May 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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Critical illness
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Income protection insurance
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Life insurance
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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
Robin Smith
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.

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

Verity House, 6 Canal Wharf, Leeds, LS11 5BQ

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Your financial goals won’t take care of themselves – but we will. Arrange your no-obligation consultation by calling us today.