Exclusive partnership with IPSE

Exclusive partnership with IPSE for tailored financial advice

We are thrilled to announce an exclusive partnership between Chase de Vere and The Association of Independent Professionals and the Self-Employed (IPSE), designed to offer comprehensive and independent financial advice tailored to the unique needs of the self-employed. Our collaboration ensures that IPSE members receive the expert guidance necessary to navigate the complexities of financial planning, enhancing their ability to succeed and thrive independently.

Who is IPSE?

IPSE is the UK’s only not-for-profit association dedicated to supporting the self-employed community. Since its inception in 1999, IPSE has grown from a protest organisation against the IR35 tax legislation into a robust support system offering resources, protection, and advocacy for the self-employed. Their commitment is to create a fair and aspirational environment where self-employment is a sustainable and rewarding career choice. Learn more about IPSE and their services on their website.

Services offered by IPSE

IPSE provides its members with crucial support tailored to the diverse ways people work independently. From essential protection and expert advice to a strong community of allies and innovators, IPSE ensures no one goes it alone in the self-employment journey. Their membership categories cater to everyone from freelancers and side hustlers to directors and those working through umbrella companies. Detailed information about the benefits for each membership category can be found here.

Benefits of this partnership

Through this partnership, IPSE members will benefit from Chase de Vere’s expertise in financial planning, specifically crafted for the self-employed. Our advisers are equipped to assist with everything from investments and taxes to mortgages and retirement planning, ensuring that each member’s financial strategy is as unique as their work.

Exclusive offer for new members

We are pleased to offer new members referred by Chase de Vere a special 12.5% discount on their annual IPSE membership. Use the promotional code IA-CDV when signing up here to take advantage of this exclusive offer.

This partnership represents a shared vision between Chase de Vere and IPSE: to empower the self-employed with the tools, knowledge, and support necessary to make informed financial decisions that propel their professional and personal lives forward. We are excited to embark on this journey with you and look forward to the success it brings to all IPSE members.

Important information:

  • Your home may be possessed if you do not keep up repayments on your mortgage.
  • The value of your investment and the income from it may rise as well as fall and is not guaranteed. You may not get back the full amount invested.
  • The Financial Conduct Authority does not regulate cash flow planning, tax or estate planning.
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