Chase de Vere Independent Financial Advisers Ltd

Independent Financial Adviser  Chase de Vere Independent Financial Advisers Ltd, Bath, Somerset, BA2 4JA
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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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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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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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Long term care
Meet our advisers
Charlie Hopkins
Chartered Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

Chase de Vere Independent Financial Advisers Ltd, 20 Manvers Street, Bath and North East Somerset, Bath, BA1 1JW

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