Expert guidance for a secure financial future
At Chase de Vere, we are a team of highly qualified, independent financial advisers dedicated to providing expert guidance and tailored solutions to individuals and businesses across the UK. With over 50 years of experience, we have built a reputation for delivering personalized, unbiased advice that meets the unique needs of our clients.
Our Services
Our comprehensive range of services is designed to help individuals, businesses, and professionals achieve their financial goals. We offer expert advice on:
- Personal financial planning, including pensions, estate planning, care funding, and wealth management
- Business protection, employee benefits, and workplace financial education
- Personal injury awards and court of protection matters
- Specialist advice for medical and dental professionals
Our team of experienced advisers takes the time to understand each client's situation, goals, and aspirations, providing tailored guidance and solutions that address their specific needs. We believe in building long-term relationships, and our commitment to our clients is reflected in our high client satisfaction ratings and loyal client base.
Our Philosophy
At Chase de Vere, we believe in the importance of independence and objectivity. As an independent financial advisory firm, we are not tied to any particular provider or product, allowing us to offer unbiased advice that is in the best interests of our clients. Our experienced advisers have access to the entire market, enabling them to find the most suitable solutions for each client's unique circumstances.
We are committed to providing a personalized service, where each client is treated as an individual, not just a number. Our comprehensive approach ensures that we consider all aspects of our clients' financial situations, providing a holistic approach to financial planning.
Our Values
- Independence: We are independent financial advisers, free to choose from the entire market to find the best solutions for our clients.
- Objectivity: We provide unbiased advice, untainted by any external influences or allegiance to specific providers.
- Expertise: Our highly qualified advisers have the knowledge and experience to provide expert guidance and tailored solutions.
- Professionalism: We operate with integrity, transparency, and a commitment to delivering the highest standards of service.
- Personal Touch: We take the time to understand each client's unique needs, goals, and aspirations, providing a personalized service that is tailored to their individual circumstances.
Overall Satisfaction
The reviewed company, Chase de Vere, receives high praise from the reviewer, Gillian Lawton, who has been a client for 20 years.
Excellent Financial Advisors
Gillian Lawton describes Chase de Vere as "excellent Financial Advisors", implying a high level of professionalism and expertise.
Personal Experience
The reviewer has had a positive personal experience with the company, having received expert advice and feeling confident in the portfolio created for them. The portfolio is reviewed regularly, which suggests a high level of ongoing support and maintenance.