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  11. Kelly Kirby - Chase de Vere Independent Financial Advisers

Kelly Kirby - Chase de Vere Independent Financial Advisers

Independent Financial Adviser  Verity House, Leeds, LS11 5PS
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FCA authorised
Last authorised 13th September 2021
I have been with CDV for 16 years & feel privileged to be trusted to advise clients and their families.
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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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
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Long term care
Meet our advisers
MISS Kelly Kirby Bsc(Hons)
Chartered Financial Adviser
About us

Chase de Vere has been a trusted source of financial advice since 1969, making us one of the most experienced independent financial advisers in the UK. We're not tied to any bank, building society, mortgage or pension provider. By applying our core strengths to answer your needs, we enable you to take the future into your own hands so that you can continue living comfortable, fulfilling your financial goals through to retirement, and beyond.

Our services

We treat you as an individual by looking at your 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)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Verity House, 6 Canal Wharf, Leeds, LS9 7BN

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