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0345 300 6256
To arrange a free, no obligation meeting

Why we're different

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?

At Chase de Vere, we think we can, and you can read more about the specific ways we've helped some of our clients in our testimonials section. Here are a few things that we believe set us apart:

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 media.

Comprehensive, yet specific

Whatever your stage of life, we can help - from investment planning and wealth preservation to insurance protection and providing for your retirement. Again, it means we can look at your financial planning as a 'whole', then find the best financial solutions to meet your specific needs.

Highly qualified and closely regulated

All our financial advisers are highly qualified - many beyond the standards required by our regulator, the Financial Conduct Authority. What's more, to ensure the quality and consistency of advice, your financial adviser also works within our own rigorous management and regulatory frameworks.

Stable and influential

We have offices across the UK and over 200 professional advisers. A member of the Swiss Life Group, we have the influence, resources, preferential terms and exclusive arrangements other independent financial advisers simply can't offer.

Personal and professional

While our size is a strength, it's never at the expense of providing a personal, attentive service locally. Of course, everyone's needs are different, so we've developed three levels of service that range from providing one-off financial advice, to ongoing advice, to closer guidance and continual monitoring. We also know you're busy, so we'll come and see you when it's good for you.


Our people and the solutions we provide are regularly recognised for their high standards by both fellow professionals and independent judges. To find out more about the awards we've received, and what they mean, go to our awards page.

What next?

Call 0345 300 6256

Call us now to arrange a free, no obligation meeting with a qualified financial adviser near you.

I highly recommend Chase de Vere.

L Cartridge