The value of an
independent perspective
The value of an
independent perspective
What independence means to us and what it will mean to you
What independence means to us and what it will mean to you
With all the demands on our clients’ time and ever-changing complex financial products and regulations, professional advice is crucial. But since January 2013, there have been two distinct forms of advice – restricted and independent. Many financial advisers, as well as those found within banks and building societies, are restricted – in either the type of advice they can give or the range of products they can recommend. 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.
With all the demands on our clients’ time and ever-changing complex financial products and regulations, professional advice is crucial. But since January 2013, there have been two distinct forms of advice – restricted and independent. Many financial advisers, as well as those found within banks and building societies, are restricted – in either the type of advice they can give or the range of products they can recommend. 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
The freedom to advise objectively
• True independence is a virtue: a virtue that allows freedom of thought and real objectivity.
• We are free to create financial plans that are totally unconstrained by any obligation – other than to you, our client.
• 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 andsometimes non-obvious solution.
• True independence is a virtue: a virtue that allows freedom of thought and real objectivity.
• We are free to create financial plans that are totally unconstrained by any obligation – other than to you, our client.
• 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 andsometimes non-obvious solution.
“As financial advisers, they are always available and dependable, and I would not hesitate to recommend Chase de Vere to anyone.”
R, Kathane
About us
About us
• We are one of the country’s leading independent financial advisers.
• We offer national coverage with over 200 independent financial
advisers – expertly supported by 250 technical and office based specialists.
• Our advisers are encouraged to attain the highest levels of industry qualification and pursue advisory specialisms.
• We are one of the country’s leading independent financial advisers.
• We offer national coverage with over 200 independent financial
advisers – expertly supported by 250 technical and office based specialists.
• Our advisers are encouraged to attain the highest levels of industry qualification and pursue advisory specialisms.
Award-winning
advice, tailored to
individual needs
Award-winning
advice, tailored to
individual needs
Independent recognition for the
quality of our advice
Independent recognition for the
quality of our advice
• Our UK wide team of highly experienced advisers always strive to deliver the most personal and attentive service.
• This has been recognised by the industry and media with numerous awards and accolades.
• We were named as one of the Most Admired Companies by
eprivateclient based upon the reputation of the company and the
advice and service we provide to private clients.
• We were selected by a panel of financial journalists and industry experts in the Tax Planning Adviser of the Year category.
• This has been recognised by the industry and media with numerous awards and accolades.
• We were named as one of the Most Admired Companies by
eprivateclient based upon the reputation of the company and the
advice and service we provide to private clients.
• We were selected by a panel of financial journalists and industry experts in the Tax Planning Adviser of the Year category.
We want our relationships to last a lifetime too
We want our relationships
to last a lifetime too
We focus on building lasting relationships with our clients. Many private clients last from one generation to the next, and we now advise the sons and daughters of many of our original clients. We have also worked closely with many businesses for decades, helping them through economic booms and hard times.
How is this possible? We have a comprehensive range of advisory services, designed with the longer term in mind, and an ability
to accommodate changing requirements, as clients reach different life stages.
How is this possible? We have a comprehensive range of advisory services, designed with the longer term in mind, and an ability
to accommodate changing requirements, as clients reach different life stages.
We are here for the long term
We are here for the long term
• For 50 years we have been one of the country’s leading independent
financial advisers.
• Some clients have been with us for decades.
• That is because as well as offering high-calibre independent advice, we continually strive to make sure our clients are satisfied.
• We consistently work at delivering the right advice, in the right way and at the right time.
• And we manage our business and capital as prudently as we view our clients’ finances.
• In this way, we will be around for many years to come.
• Some clients have been with us for decades.
• That is because as well as offering high-calibre independent advice, we continually strive to make sure our clients are satisfied.
• We consistently work at delivering the right advice, in the right way and at the right time.
• And we manage our business and capital as prudently as we view our clients’ finances.
• In this way, we will be around for many years to come.
Chase de Vere Independent Financial Advisers Limited (registered in England Number 2090838) is authorised and regulated by the Financial Conduct Authority. A member of the Swiss Life Group. Registered office: 60 New Broad Street, London, EC2M 1JJ.
© Copyright Chase de Vere / 2021