At Chase de Vere, we have been one of the country's leading independent financial advisers for 50 years. Our clients have been with us for decades because we continually strive to ensure they are satisfied with our high-calibre, unconstrained advice. 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.
Our Services
We offer our clients attentive, focused, financial guidance from highly qualified independent advisers located throughout the UK. Whether you're saving for the future, enjoying your retirement, or running a business, we provide expert advice to suit your unique circumstances.
Advice for You
We understand that everyone's financial goals are different. Our expert financial advisers will work with you to create a personalized financial plan that takes into account your individual needs, goals, and aspirations. From investment planning and wealth preservation to insurance protection and providing for retirement, we can help you achieve financial clarity and peace of mind.
Advice for Your Business
A strong and successful business needs to recruit, develop, and retain the best talent, with a focus on financial wellbeing as a driver for a happier, healthier, more productive workforce. Our financial advice can help you create a benefits package that attracts and retains top talent, improves employee engagement, and reduces turnover.
Partner With Us
With 50 years' experience working in partnership with other organisations, including household names such as the British Medical Association, Chase de Vere understands what is needed for successful partnerships. We can help you develop a bespoke financial solution that meets the unique needs of your business and your employees.
Insights
Stay up-to-date with the latest financial news, insights, and market analysis from our team of experts. Our insights cover a range of topics including investment, pensions, tax, and more. We also provide regular updates on industry developments and legislative changes that may affect your financial plans.
Careers
If you're looking for a challenging and progressive career in a friendly and inclusive environment, consider joining Chase de Vere. We're committed to supporting the development of our team members and helping them achieve their goals.
Overview of Reviews
The reviews of Chase de Vere Financial Advisors are overwhelmingly positive, with the reviewer praising the company's expert advice and confidence in their portfolio management.
Long-term Satisfaction
The reviewer, Gillian Lawton, has been a client of Chase de Vere for 20 years, indicating a high level of satisfaction with the company's services. They have consistently received expert advice and feel confident in the portfolio created for them, which is regularly reviewed.
Quality of Service
The reviewer praises the company's expert advice, highlighting the quality of service provided by Chase de Vere. They have complete trust in the portfolio created for them, which suggests a high level of professionalism and expertise.
