Get in Touch
INTERESTED IN OUR SERVICES?
HAVE A GENERAL ENQUIRY?
For general enquiries about our company and services, or for enquiries about any existing arrangements you have taken out through Chase de Vere, either call us on 0345 609 2002 or complete and submit our contact form.
NEED FINANCIAL ADVICE?
If you are interested in receiving independent financial advice from Chase de Vere and would like to request a complimentary initial appointment, click here
MEMBER OF THE PRESS?
For press enquiries please contact our press office by email press@chasedevere.co.uk
Get in Touch
Basing View
Basingstoke
RG21 4EQ
Birmingham B3 2DX
UK
Edinburgh EH3 7AL
UK
Glasgow
UK
Liverpool
UK
Salford M5 3EJ
UK
WORKING WITH YOU
INTRODUCTORY MEETING
INTRODUCTORY MEETING
At your home, place of work or our local offices, you’ll discover more about Chase de Vere, how we work and most importantly, how we can help.
INFORMATION GATHERING
INFORMATION GATHERING
The more we understand about you and your financial situation, the more robust our advice.
FINANCIAL ANALYSIS
FINANCIAL ANALYSIS
Your personal adviser will analyse your financial situation alongside your needs and priorities.
RECOMMENDATIONS
RECOMMENDATIONS
We will present you with an individually tailored strategy within a personal financial plan.
IMPLEMENTATION
IMPLEMENTATION
Once you are entirely satisfied, we can begin to put your plan in place.
ONGOING REVIEW
ONGOING REVIEW
We offer several options moving forward. Your adviser will work with you to find out what works best for you.