Your new home for independent financial advice

Welcome to Chase de Vere

Chase de Vere is excited to announce that we have acquired the financial planning arm of Lloyd & Whyte Financial Services. We are now responsible for providing independent financial advice to all Lloyd & Whyte clients. This partnership brings Lloyd & Whyte’s trusted advisers and paraplanners into the Chase de Vere family, ensuring continuity and a seamless transition for all existing clients.

Our purpose and commitment

At Chase de Vere, our purpose is clear: to make you future confident. We are committed to maintaining our independence, allowing us to offer advice that is truly in your best interest. With access to the whole market, we ensure that our recommendations are perfectly tailored to meet your individual needs.

Why Chase de Vere?

  • National presence: With over 200 advisers across 18 offices nationwide, our expert guidance is always within reach.
  • Established expertise: Founded in 1969 and owned by Swiss Life, we bring decades of experience and stability.
  • Award-winning service: Our dedication to excellence is reflected in our numerous industry awards and high levels of client satisfaction.

Our services

For you:
  • Life and health insurance: Protect yourself and your family with comprehensive insurance options.
  • Investments and savings: Grow your wealth with expert investment advice and strategic saving plans.
  • Retirement planning: Prepare for your future with tailored strategies to save for and plan your income in retirement.
  • Mortgages: Find the right mortgage solutions that fit your personal and professional circumstances.
  • Estate planning: Secure your legacy with precise estate planning services.
  • Care fees planning: Navigate the complexities of planning for long-term care fees effectively.
For your practice:
  • Employee benefits advice: Enhance your practice’s appeal and retain top talent with customised employee benefits plans.
  • Key person protection: Safeguard your practice’s future by securing key person insurance for pivotal members of your team.
Specialist advice:

We have extensive experience in advising healthcare professionals, both individually and for their practices, tailoring our advice to meet the unique challenges of the healthcare industry.

Complimentary initial consultation

We believe in making expert financial advice accessible. That’s why we offer a complimentary initial consultation to discuss your needs and how we can help. This is a no-obligation opportunity for you to understand the value we can add.

Request Your Complimentary Consultation

Important information:

  • Your home may be repossessed 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 (FCA) does not regulate cash flow planning, tax or estate planning.
  • Some elements of employee benefit advice may not be regulated by the FCA.

Chase de Vere Independent Financial Advisers Limited (registered in England Number 2090838) is authorised and regulated by the Financial Conduct Authority. A member of the Swiss Life Group. Registered office: 60 New Broad Street, London, EC2M 1JJ.

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