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....

Learn more

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. ...

Learn more

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...

Learn more

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...

Learn more

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...

Learn more

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....

Learn more

Latest News and Insights

See All

Widening gender pension gap with a Covid-19 twist

New research has highlighted a growing retirement income gap between men and women, which has been…

View Article

Pension age steps closer to 57

The government has published draft legislation to raise the minimum age for drawing pension benefits from…

View Article

So, farewell then 6 April?

The UK’s unusual tax year end date is coming under scrutiny in tandem with potential changes…

View Article

Practicing what we preach with pensions

Chase de Vere has never been shy to highlight the importance of clients having regular reviews…

View Article

Evolution of ESG investing

The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for…

View Article

A hint of rising interest rates?

The Bank of England has suggested that interest rates may rise sooner than expected. After its…

View Article

Capital gains tax receipts underline tempting target for…

New HMRC data shows that in 2019/20, £9.9 billion of capital gains tax (CGT) liabilities were…

View Article

Health and social care reform proposal

The Prime Minister Boris Johnson has announced the Government’s proposal to introduce a new levy to…

View Article

Demand for PMI soars as NHS waiting lists…

NHS waiting lists have always been a bone of contention but, thanks to the COVID-19 crisis,…

View Article

No room for giveaways in OBR risk report

The Office for Budget Responsibility (OBR) has given Rishi Sunak its new worry list. It gives…

View Article

LOOKING FOR MORE?

Private Client Brochure

Download

The Value of an Independent Perspective Brochure

Download