“We've been truly impressed by their extensive product expertise; their ability and willingness to serve clients of all sizes; and above all, their commitment to providing exceptional levels of service.”
PARTNER WITH CHASE DE VERE
With 50 years’ experience working in partnership with other organisations, Chase de Vere understands what is needed for successful collaboration.
WHAT WE DO
Chase de Vere provides independent and award-winning, financial planning information, guidance and advice to private clients and businesses.
Delivered through a bespoke account structure and by a dedicated team of highly qualified financial specialists, we are confident we can offer your organisation and its clients or members a first-class, value-adding service.
OUR EXPERIENCE
With knowledge spanning almost half a century, we understand more than most what is needed for successful collaboration in business. Chase de Vere can assist your organisation in attracting new clients or members and help to increase retention of those existing.
A PARTNERSHIP WITH CHASE DE VERE. THE BENEFITS
- An overall enhanced service offering, supporting your recruitment, retention and commercial objectives
- Attraction of new clients or members and increased retention of existing ones
- An additional source of income for your organisation with a commercial agreement provided, where appropriate
- Design and delivery of innovative niche services to meet your objectives and the changing needs of your clients / members
- The option of providing additional educational content through seminars and workshops, articles, guides and videos
- Provision of a tailor-made programme of services timely, relevant and accessible to all clients / members
- Complimentary, obligation-free, initial consultation, by phone or face-to-face
- Holistic financial education and advice that can make a positive difference to their financial well-being
- Support in financial decision-making and improved financial outcomes
- A source of trusted guidance and advice at critical times
- Greater peace of mind for themselves and their families
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.
AWARD WINNING SERVICE
Awards for independent advice and excellence in service are important recognition. Our team and the solutions they provide are regularly honoured, but satisfied clients will always be the mark of our success.
FOR THE LONG TERM
We have been one of the country’s leading independent financial advisers for almost half a century. Some of our clients have been with us for decades. As a member of the Swiss Life Group, we will be around for many years to come.