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Advice on Personal Injury Awards

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FINANCIAL ADVICE FOR YOU AND YOUR FAMILY

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 funding care in later life, we can provide you with independent, tailored financial advice allowing you to live life the way you want to.

A more rewarding financial future awaits you. Whatever your individual financial goals, our independent private client advisers will look at every option then deliver the right financial strategy for you.

Investing for the future

Knowing the best way to invest your money is important, whether it’s for travelling the world or making sure your family are safe and secure, plan your investments carefully now....

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Protecting what matters

Life throws up all sorts of surprises, but with well-planned insurances you can prepare for the unexpected and have peace of mind knowing the important things are protected. ...

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Saving for your retirement

Whether it’s maximising your pension, or using other savings options, we’ll help you to retire on your terms with an effective retirement savings strategy tailored to your individual circumstances...

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Enjoying your retirement

Retirement should be a time when you enjoy life to the full. Structuring your pensions, savings and planning your retirement income strategy correctly will help maximise your assets income leaving you...

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Passing on your legacy

What happens in the event of your death is both highly personal and sensitive.  Expert will and estate planning advice will ensure your assets are distributed to your chosen beneficiaries in a tax ef...

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Funding care in later life

We can help manage the burden of funding long-term care in old age by making sure it can be effectively financed from existing assets, while aiming to preserve your wealth....

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Finding the right mortgage

At Chase de Vere, we understand that securing a mortgage
can be a complex and overwhelming process.
That's why we offer a professional mortgage service
to help you navigate the...

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PRIVATE CLIENT BROCHURE

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THE VALUE OF AN INDEPENDENT PERSPECTIVE

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Latest News and Insights

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Nine colleagues graduate from our Adviser Academy

At Chase de Vere we put a huge focus on the learning and development of our…

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UK house price decline continues

The rise in mortgage rates since early 2022 has taken its toll on house prices. In…

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A tale of two fund sectors

The Global sector is the largest fund sector, according to the Investment Association, but it might…

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UK tax revenues set to break new records

Research has confirmed what your pocket already knows: UK taxes are at historically high levels. Measuring…

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Powers of attorney move one step closer to…

The administration of lasting powers of attorney (LPA) is on its way to becoming fully online.…

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Discover the power of attention to detail and…

Ned spots error and saves £70,000 for his clients As Independent Financial Advisers, we’re able to…

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Chase de Vere successes at Women in Financial…

In our September newsletter, we announced that Chase de Vere had 10 employees who had been…

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Higher workplace pension contributions on the way

New legislation has paved the way for important changes to automatic enrolment in workplace pensions. At…

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Chase de Vere House View client

Q4 2023 Update Global economic growth has proven to be more resilient than many expected, driven…

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Chase de Vere House View

Q4 2023 Update Global economic growth has proven to be more resilient than many expected, driven…

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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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