Business Details
50+ Years
experience
Your Trusted Financial Partner Since 1969
We opened our doors in 1969, establishing ourselves as one of the UK's longest-standing independent financial advisory firms. Today, we operate with over 200 advisers across 18 national offices, dedicated to providing comprehensive financial guidance tailored to individual, family, and business needs. Our independence ensures unbiased advice focused solely on client interests, with no product sales involved. We prioritise building long-term relationships through dedicated advisers who understand personal circumstances and financial goals. Our holistic approach creates bespoke solutions addressing all aspects of clients' financial lives, supported by highly qualified professionals continuously updated on industry trends.We are committed to evolving with clients' needs, fostering trust through transparent communication and lifelong partnerships. Recognised for excellence through multiple awards, we strengthened our foundation in 2008 through partnership with Swiss Life, Switzerland's largest life and pension company. Our community engagement includes charitable initiatives, financial literacy programs for children, and sustainability commitments aligned with the Swiss Life Group's environmental goals.
Services
Retirement planning
Investment strategies
Estate planning
Business protection
Employee benefits
Mortgage advice
Funding care
Personal injury claims
Financial education
Specialist advice
Details
- Year established: 1969
Highlights and features
- We offer 55+ years of independent financial advisory experience
- Our 200+ advisers provide nationwide, personalised financial solutions
- Award-winning service with Swiss Life Group backing since 2008
- We prioritise client interests through transparent, unbiased advice
- Comprehensive financial education programs for long-term client empowerment
What people say
Expert guidance
Personalised solutions
Award-winning service
Trusted since 1969
Strong client relationships
Services
Retirement planning
We help clients create comprehensive retirement strategies tailored to their unique circumstances. Our advisers assess current financial positions, future goals, and risk tolerance to develop sustainable income plans. With expertise in NHS pension schemes and private pension options, we ensure clients can maintain their desired lifestyle throughout retirement while optimising tax efficiency.
Investment strategies
Our investment solutions focus on capital growth and preservation through diversified portfolios aligned with clients' objectives. We offer guidance on various asset classes including equities, bonds, and alternative investments. With regular portfolio reviews and risk assessments, we help clients navigate market fluctuations while maintaining long-term financial goals and adapting to changing market conditions.
Estate planning
We develop strategies to protect and transfer wealth efficiently across generations. Our services include will creation, trust establishment, and inheritance tax planning. By considering legal frameworks and family dynamics, we ensure clients' wishes are fulfilled while minimising tax liabilities and administrative complexities for beneficiaries.
Business protection
We provide risk management solutions to safeguard businesses against unforeseen events. Our services include key person insurance, shareholder protection, and critical illness coverage. By assessing business structures and financial obligations, we create tailored protection plans that ensure continuity and financial stability during challenging times.
Employee benefits
We design comprehensive employee benefit packages to attract and retain talent. Our services include pension scheme implementation, health insurance options, and financial education programs. By understanding business objectives and workforce needs, we create cost-effective solutions that enhance employee satisfaction while meeting regulatory requirements.
Questions
What financial services does Chase de Vere offer?
We provide retirement planning, investment strategies, estate planning, business protection, employee benefits, and specialist advice tailored to specific professions.
How does Chase de Vere ensure impartial advice?
As independent financial advisers, we don't sell products and focus solely on clients' best interests through transparent, unbiased recommendations.
Can I access financial education resources?
Yes, we offer financial literacy programs and educational materials to help clients make informed decisions about their financial future.
How are financial plans tailored to individual needs?
Our advisers conduct comprehensive assessments of clients' circumstances, creating bespoke solutions that evolve with changing life situations.
What charitable initiatives does Chase de Vere support?
We support Cancer Research UK, Motor Neurone Disease Association, and local community projects through fundraising and volunteer programs.
Reviews (1)
Gillian Lawton
Aug 18, 2020
Report
Positive:Professionalism,Quality,Responsiveness,Value
Chase de Vere are excellent Financial Advisors. I have been with them for 20 years and would thoroughly recommend this company. I have had expert advice and I feel 100% confident with the portfolio which was drawn up for me which is reviewed regularly.
Chase de Vere are excellent Financial Advisors. I have been with them for 20 years and would thoroughly recommend this company. I have had expert advice and I feel 100% confident with the portfolio which was drawn up for me which is reviewed regularly.
