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Investing Your Money

How do we achieve your financial goals? With an investment plan as individual as your needs.

Saving for Retirement

Whatever your retirement goals and aspirations, we’re here to help you realise them.

Living in Retirement

Before, during and beyond retirement. All you need to know to make sure you’re well prepared.

Preserving Your Estate

Preserve your estate for loved ones, while minimising tax and planning for long-term care.

Protecting Your Assets

Life assurance, critical illness cover and income protection to safeguard you and your loved ones.

Mortgage Advice

Whatever size of loan, whatever type of mortgage, talk to our expert advisers first.

Specialist Advice For Doctors

Discover why we are the only firm approved by the BMA to advise its members.

How We Can Help

Comprehensive and independent financial advice for your business and your employees.

Our Approach

By gaining a comprehensive understanding of both your business and your employees we can recommend a benefits programme that's right for everyone.

Our Services

We can recommend, implement and review an extensive range of employee benefits that will enhance your business reputation and improve your employees' long-term quality of life.

Financial Education Service

Our new Financial Education Service comprises a package of financial education, holistic support and unbiased advice that can be tailored to individual businesses.

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Our free email news update service offers news, insight and analysis across a range of relevant investment and financial planning issues. We promise not to bombard you, and will only email you information we feel will be of value to you.

Recent updates have covered topics as diverse as:

  • Are with-profits policies still worth holding on to?
  • How to maximise income from your investments.
  • Taking advantage of year-end planning opportunities.
  • Is China still a good buying opportunity?

 

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Chase de Vere Independent Financial Advisers Limited (registered in England Number 2090838) is authorised and regulated by the Financial Conduct Authority. A member of the Swiss Life Group. Registered office: 60 New Broad Street, London, EC2M 1JJ.