Find out more. Contact Client Login SERVICES ABOUT CAREERS INSIGHTS CONTACT BOOK APPOINTMENT WE ARE CHASE DE VERE We have been one of the country’s leading independent financial advisers for 50 years. Some of our clients have been with us for decades. That is because, as well as offering high-calibre, unconstrained advice, we continually strive to make sure our clients are satisfied. Our financial advice spans a wide range of services including pensions, estate planning, care funding and wealth management as well as business protection, employee benefits and workplace financial education. WHAT WE BELIEVE IN Many financial advisers are restricted, offering solutions only from selected providers. We, on the other hand, are independent financial advisers and therefore are free to create financial plans that are bound by no other obligation than to you, our client. Your circumstances are unique to you, so is the advice we bring you. WHY IS CHASE DE VERE DIFFERENT? OLDER AND WISER We’ve been a trusted source of financial advice since 1969, making us one of the oldest, most experienced independent advisers in the UK. We preserve and grow the wealth of individuals, and help businesses thrive, whatever the financial climate. INDEPENDENT AND OBJECTIVE Consider us an ally – an expert sitting on your side of the table, acting in your interest. Being completely independent, we’re not tied to any provider. We have the marketplace at our disposal to find the best solutions and strategies to suit you. COMPREHENSIVE AND SPECIFIC Whatever your requirements, we can help. From investment planning and wealth preservation to insurance protection and providing for retirement; from workplace pensions and benefits strategies to financial wellbeing and employee counselling. HIGHLY QUALIFIED, CLOSELY REGULATED All our financial advisers are highly qualified – many beyond the standards required by our regulator, the Financial Conduct Authority. Your personal financial adviser will also work within our own rigorous management and regulatory frameworks. STABLE AND INFLUENTIAL We have offices across the country and more than 200 professional advisers. As a member of the Swiss Life Group, we have the influence, resources, preferential terms and exclusive arrangements other independent financial advisers can’t offer. PERSONAL AND PROFESSIONAL While our size is a strength, it is never at the expense of providing a personal, attentive service locally. We’ve developed levels of service ranging from one-off to ongoing financial advice, through to closer guidance and continual monitoring. AWARD WINNING Our people and the tailored solutions we provide are often recognised for their unparalleled standards by fellow professionals and independent judges. To find out more about our accolades, take a look at our awards page. 16,000 clients actively advised 50 years founded £9.8 BILLION assets under influence 9.2 out of ten satisfaction with adviser YOUR CONVENIENCE HOME WORK OFFICES We know that you’re busy, so don’t worry. We can visit you at home, work or you can come into our offices. Just give us a call on 0345 300 6256 or arrange an appointment with us. UNDERSTANDING OUR FEES Fees are an important factor when selecting an adviser, as is the type of advice and service you receive in return. FIND OUT MORE ABOUT OUR FEES HERE WE'RE IN 16 LOCATIONS ACROSS THE UK Our dedicated team of specialist advisers operates across the country. PRESTON SHEFFIELD BASINGSTOKE BATH BIRMINGHAM BRECHIN AWARDS & MENTIONS Awards for independent advice and excellence in service are important recognition of the work we do. Our achievements are regularly recognised by both fellow professionals within the industry and independent judges. But it is satisfied clients that mark our success. DISCOVER MORE "We are very pleased with the service and the results from various advisers whose twice-yearly visits are invaluable." 1 2 OUR SERVICES ADVICE FOR YOU LEARN MORE ADVICE FOR YOUR BUSINESS LEARN MORE ADVICE ON PERSONAL INJURY AWARDS LEARN MORE PARTNER WITH US LEARN MORE START YOUR CAREER AT CHASE DE VERE We want to recruit unique individuals to join our award-winning team. You’ll work hard to ensure our clients have a rewarding future. We’ll work hard to ensure that, as a valued employee, you do too. DISCOVER MORE INTERESTED IN BOOKING AN APPOINTMENT WITH US, OR, IF YOU JUST WANT TO MAKE A GENERAL ENQUIRY TO FIND OUT MORE, GET IN TOUCH WITH US TODAY! ARRANGE A CONSULTATION JOIN OUR SUBSCRIPTION SERVICE TO RECEIVE: EDUCATIONAL NEWS UPDATES & UPCOMING EVENTS SUBSCRIBE Receive business advice updates Receive personal advice updates By signing up to our email subscription service we will send you regular emails with the latest insights from Chase de Vere. By signing up you are agreeing to our term and conditions that can be found here. 0345 300 6256 CLIENT.SERVICES@CHASEDEVERE.CO.UK Home Careers Insights Privacy Cookies Terms of Use About How to make a complaint Gender Pay Gap Report Best Execution Report Modern Slavery Statement Linkedin Twitter Disclaimer: Investments can go up and down in value, so you could get back less than you put in. The Financial Conduct Authority does not regulate cash flow planning, tax or estate planning. © Copyright Chase de Vere / 2021