About Chase de Vere Financial

Of course, every independent financial adviser will say they're different. Can they actually demonstrate they have the experience, expertise and know-how to offer the right advice, in the right way, at the right time?
Older and wiser - We've been a trusted source of financial advice since 1969, making us one of the oldest and most experienced independent financial advisers in the UK. We're here to help preserve and grow our clients' wealth whatever the financial climate - fair, stormy or anywhere in between.Independent and objective - Think of us as your ally. An expert, sitting on your side of the table, who acts solely in your interests. Being completely independent, we're not tied to any bank, building society, mortgage or pension provider. At our disposal, we have the whole of the marketplace to find the best solutions and strategies to suit your needs. Being independent experts, we're often asked for our opinion by the press and broadcast.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • :
  • Long term care

  • :
  • Sharia finance

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