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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Latest News and Insights

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Chase de Vere award successes

Our people and tailored solutions we provide have been recognised. Chase de Vere has recently been…

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Taxing wealth – a viable option?

An independent body of tax experts has set out the framework for a one-off wealth tax.…

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New rules on pension drawdown and investment

From February new rules apply if you choose pension drawdown but do so without taking advice.…

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The triple lock marches on…

The main state pensions will rise by 2.5% in April. The absence of an Autumn Budget…

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The tax year end approaches as filing deadline…

2020/21 is drawing to a close, with a Budget now slated for early March. Ahead of…

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The 2020 investment year – a ride to…

The world’s share markets had a rollercoaster ride in 2020. Investors had to hold on…

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COVID-19 RELIEF PACKAGE

Yesterday, the Chancellor announced a further series of measures intended to help businesses struggling under continuing…

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Not the Autumn Budget or the Autumn Statement

The Chancellor’s November ‘Financial Statement’ revealed more spending and more government borrowing, but no mention of…

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When I’m 66 – SPA’s latest milestone

The latest phasing of State Pension Age (SPA) increase is now finished. On 6 October 2020,…

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Continuing challenges in the search for income

Deposit rates are continuing to fall. On 24 November, the interest rate cuts that National Savings…

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Private Client Brochure

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The Value of an Independent Perspective Brochure

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