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

Specialist Advice for Solicitors and Accountants

At Chase de Vere, experience tells us we're better able to meet the exact needs of clients if we can work closely with their professional advisers.

That's why, as well as a comprehensive range of private client and business advice, we have defined services tailored exclusively to legal and accountancy professionals and their clients.

We can offer you and your clients specialist knowledge in such areas as:

Trustee advice and investment

Our service enables trustees to meet the statutory duty of care in line with the Trustee Act 2000. We combine investment expertise, specialist research, and sophisticated investment tools to define the right Investment Policy Statement (IPS). Then our advisers effectively manage the Policy to ensure its ongoing compliance to achieve the Trust's objectives.

Personal Injury and Clinical Negligence

Our dedicated Personal Injury & Court of Protection Team offers specialist financial planning for damages awards, advising in both pre and post-settlement. They work alongside a legal adviser to help establish a claimant's likely long-term financial needs, then create a specific financial plan to achieve this, taking account of PP, trust, and damages profiles.

Find out more about our Personal Injury & Court of Protection Team.

Asset splitting on divorce

With an in-depth knowledge of pension rules, and the numerous types of pension scheme, we are adept at valuing pension assets as part of the overall financial resources involved in divorce. Guidance is available from the preliminary valuation of pension assets to distribution, to post-settlement advice regarding recapitalisation of pension funds. Throughout proceedings, our experts will work alongside pension actuaries and legal advisers to accomplish the goals and needs of the client.

An experienced part of your team

Chase de Vere has worked with solicitors and accountants for more than 40 years. Experience that really counts when working with you and your clients, through the application of proven best practice and an implicit understanding of what makes for successful collaboration - integrity, professionalism and transparency.

What next?

Call 0345 300 6256

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

Download our Compensation Protection brochure

Found out more about our Personal Injury & Court of Protection Team

Why choose Chase de Vere?

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

The service I have received from Chase de Vere has always been very polite and courteous, totally reliable and most professional.

J Macbeth