"We are very pleased with the service and the results from various advisers whose twice-yearly visits are invaluable."
We Are Chase De Vere
We have been one of the country’s leading independent financial advisers for 50 years. Some of our clients have been with us for decades. That is because, as well as offering high-calibre, unconstrained advice, we continually strive to make sure our clients are satisfied. Our financial advice spans a wide range of services including pensions, estate planning, care funding and wealth management as well as business protection, employee benefits and workplace financial education.
WHAT WE BELIEVE IN
Many financial advisers are restricted, offering solutions only from selected providers. We, on the other hand, are independent financial advisers and therefore are free to create financial plans that are bound by no other obligation than to you, our client. Your circumstances are unique to you, so is the advice we bring you.
Why Is Chase De Vere different?
OLDER AND WISER
We’ve been a trusted source of financial advice since 1969, making us one of the oldest, most experienced independent advisers in the UK. We preserve and grow the wealth of individuals, and help businesses thrive, whatever the financial climate.
INDEPENDENT AND OBJECTIVE
Consider us an ally – an expert sitting on your side of the table, acting in your interest. Being completely independent, we’re not tied to any provider. We have the marketplace at our disposal to find the best solutions and strategies to suit you.
COMPREHENSIVE AND SPECIFIC
Whatever your requirements, we can help. From investment planning and wealth preservation to insurance protection and providing for retirement; from workplace pensions and benefits strategies to financial wellbeing and employee counselling.
HIGHLY QUALIFIED, CLOSELY REGULATED
All our financial advisers are highly qualified – many beyond the standards required by our regulator, the Financial Conduct Authority. Your personal financial adviser will also work within our own rigorous management and regulatory frameworks.
STABLE AND INFLUENTIAL
We have offices across the country and more than 200 professional advisers. As a member of the Swiss Life Group, we have the influence, resources, preferential terms and exclusive arrangements other independent financial advisers can’t offer.
PERSONAL AND PROFESSIONAL
While our size is a strength, it is never at the expense of providing a personal, attentive service locally. We’ve developed levels of service ranging from one-off to ongoing financial advice, through to closer guidance and continual monitoring.
AWARD WINNING
Our people and the tailored solutions we provide are often recognised for their unparalleled standards by fellow professionals and independent judges. To find out more about our accolades, take a look at our awards page.
24,500
clients actively advised
55
years founded
£9.4 BILLION
assets under influence
9.0
out of ten satisfaction with adviser
OUR ADVISERS
Our team of highly experienced advisers are an individual breed - they are among a limited number in the country able to give truly independent financial advice. They are based at offices throughout the UK and always focus on forging lasting relationships with clients, delivering a professional but truly personal service.
Your Convenience
Home
Work
Offices
We know that you’re busy, so don’t worry. We can visit you at home, work or you can come into our offices. Just give us a call on 0345 300 6256 or arrange an appointment with us.
Understanding our fees
Fees are an important factor when selecting an adviser, as is the type of advice and service you receive in return.
Find out more about our fees hereWe're in 18 locations across the UK
Our dedicated team of specialist advisers operates across the country.