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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.

27,500

clients actively advised

55

years founded

£10.3 BILLION

assets under influence

9.54

Trust in your adviser

OUR ADVISERS

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 here

We're in 18 locations across the UK

Our dedicated team of specialist advisers operates across the country.

Basingstoke

Bath

Birmingham

Brechin

Bury

Cambridge

Cardiff

Chester

Edinburgh

Exeter

Glasgow

Tyne & Wear

Leeds

Liverpool

London

Manchester

Preston

Sheffield

AWARDS & MENTIONS

Awards for independent advice and excellence in service are important recognition of the work we do. Our achievements are regularly recognised by both fellow professionals within the industry and independent judges. But it is satisfied clients that mark our success.

DISCOVER MORE

"We are very pleased with the service and the results from various advisers whose twice-yearly visits are invaluable."

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

OUR 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...

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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...

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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...

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Partner With Us

With 50 years’ experience working in partnership with other organisations, Chase de Vere understands what is needed for successful collaboration.  ...

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START YOUR CAREER AT CHASE DE VERE

We want to recruit unique individuals to join our award-winning team. You’ll work hard to ensure our clients have a rewarding future. We’ll work hard to ensure that, as a valued employee, you do too.

Discover more

INTERESTED IN BOOKING AN APPOINTMENT WITH US, OR, IF YOU JUST WANT TO MAKE A GENERAL ENQUIRY TO FIND OUT MORE, GET IN TOUCH WITH US TODAY!

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Disclaimer:

Investments can go up and down in value, so you could get back less than you put in.
The Financial Conduct Authority does not regulate cash flow planning, tax or estate planning.

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