Chase de Vere Independent Financial Advisers Ltd

Independent Financial Adviser 11 Seven Dials, ,, Saw Close, Bath, BA1 1EN
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th July 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
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
adviser-person
Charlie Hopkins
Chartered Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
"As financial advisers, they are always available and dependable, and I would not hesitate to recommend Chase de Vere to anyone."
RK,, Milton Keynes
"My wife and I have been clients of Chase de Vere for several years, for advice and help to maintain and update our portfolios. We are very pleased with the service and the results from various advisers whose twice-yearly visits are invaluable."
MC, Norfolk
"I highly recommend Chase de Vere. Having dealt with them for many years, they have given advice and arranged an excellent portfolio for me through my dedicated financial adviser. He has explained rules and regulations and patiently advised and guided me, investing wisely on my behalf, and always with a friendly and professional approach."
LC, Hampshire
Where to find us

11 Seven Dials, ,, Saw Close, Bath, BA1 1EN

Make an enquiry
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 the needs of our clients, we enable them to take control of their future so that they can continue living comfortable, fulfilling and independent lives through to retirement and beyond.

Our services

We are one of the few national firms able to offer truly independent 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
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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