0345 300 6256 To arrange a free, no obligation meeting
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0345 300 6256
To arrange a free, no obligation meeting

Working with you

Every client benefits from our highly disciplined approach to providing personally tailored independent financial advice. Of course, we're all different, but our extensive experience has helped us develop a way of doing things that is both thorough and flexible to your needs.

Introductory meeting

This is free and can be at your home, place of work, or one of our local offices. We can tell you about us and the services we provide, and you can tell us about you and what you're hoping to achieve. Then between us, we can decide on the best way forward and work out any next steps.

Information gathering

Your dedicated adviser will begin to build a detailed picture of your financial circumstances - your own personal balance sheet. Depending on how complex your affairs are, this might happen during your introductory meeting or at a later meeting. We'll be very clear from the outset about any charges for our advice and your payment options.

Financial analysis

Your adviser will analyse the information you provided, and assess the strengths and weaknesses of your current situation compared to your needs and priorities. This might include analysing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

Recommendations

We'll present recommended strategies to help you meet your financial objectives in your personal financial plan. Or if you prefer we can post or email this plan to you. Then, at a time and place convenient to you, we'll meet you to discuss our recommendations.

Implementation

Once you're happy with our recommendations, we'll begin putting your plan into action. Your adviser and our support team will be on hand to help with any paperwork, answer any questions, and generally keep you up to date throughout this part of the process.

Ongoing review

We usually recommend monitoring your financial plan to help ensure you achieve your stated goals and that your strategies remain appropriate if there are changes in your personal circumstances, legislation, financial markets and products. We have three different levels of service and can help you decide which one is right for you.

What next?

Call 0345 300 6256

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

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Why choose Chase de Vere?

  • Experienced
  • Expert
  • Independent
  • Professional
  • Award-winning
Find out why we're different

As financial advisers, they are always available and dependable, and I would not hesitate to recommend Chase de Vere to anyone.

R Kathane