COMPREHENSIVE & INDEPENDENT

Financial Advice

Every single client, individual and business, benefits from our highly disciplined approach to independent and personally tailored financial advice.

Learn more about our advice, expertise and services.

Advice for you

We offer our clients attentive, focused, financial guidance from highly qualified independent advisers located throughout the UK. Whether you’re saving for the future, enjoying your retirement or fu...

Advice for your business

A strong and successful business needs to recruit, develop and retain the best talent, with a focus on financial wellbeing as a driver for a happier, healthier, more productive workforce. Our financia...

Advice on Personal Injury Awards

At Chase de Vere, our highly-experienced, dedicated Personal Injury and Court of Protection Team offers specialist advice with respect to damages awards and matters held under the auspices of the Cour...

Advice For Medical Professionals

Our purpose is to empower doctors to make well informed financial decisions. We’re the only financial advisers accredited by the BMA, meaning our expertise is truly specialised to the medical profes...

Advice For Dental Professionals

Our purpose is to empower dentists to make well informed financial decisions. We’re the only financial advisers accredited by Simply Health Professionals, meaning our expertise is truly specialised ...

Partner With Us

With 50 years’ experience working in partnership with other organisations, including household names such as the British Medical Association, Chase de Vere understands what is needed for successful ...

"I highly recommend Chase de Vere. Having dealt with them for many years, they have given advice and arranged an excellent portfolio for me through my dedicated financial adviser. Thank you."

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

Latest News and Insights

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Life expectancy shortens…or does it?

New calculations from the Office for National Statistics have lowered life expectancies. Source: ONS Every two…

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The 2019 investment year

The world’s share markets enjoyed strong rises in 2019 2019 was a very different year for…

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Venture capital trusts continue to attract investors

The latest statistics from HMRC show the inflows to venture capital trusts (VCTs) have more than…

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New government, new tax targets?

How will the new government affect your financial planning? December’s general election delivered a Conservative government…

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LISA left standing

The Lifetime ISA is now on its own as the ISA option for first time buyers.…

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Time to start your year end tax planning

The Autumn Budget may have been deferred, but the tax year clock is still ticking. The…

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Higher state pension increases on the cards

Recently released economic data suggest a relatively large increase in the main state pensions for the…

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HMRC keeps an eye on offshore fund investors

In early November, HMRC undertook a distinctly non-festive bulk mailing. “We receive information about investment funds…

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Factor inflation into your planning cycle

Inflation has fallen to its lowest level in almost three years, but you should still take…

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Coping with Christmas

Christmas can come with a cost. But a little education can help. Christmas can certainly be…

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CAREERS AT CHASE DE VERE

Be part of an aspirational culture, enjoying a challenging and progressive career in a friendly and inclusive environment where every single person matters.