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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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NI changes spark interest in salary exchange

It seems fair to say that economic growth certainly hasn’t been boosted by Rachel Reeves’ controversial…

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2025 Cyber Security Awareness Newsletter

Last year, we provided you with several security tips to safeguard your data and confidential records.…

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Byron achieves 10-year SOLLA re-accreditation

At Chase de Vere, we prioritise the continuous professional development of our financial advisers to ensure…

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‘Yippy’ days in the markets – a new…

A new word was added to investors’ vocabulary in April. “Well, I thought that people were…

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A forgotten 50th anniversary on income tax

In 1975, the Chancellor’s Budget dared to go where no successor has dared since. 1975 was…

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A golden meltdown?

Gold has attracted investors in uncertain times with some strange consequences. At first sight, would you…

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HMRC suffers from too much interest

Taxpayers relying on HMRC to sort out the tax due on interest are given a warning.…

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The tax-free pension lump sum at 55: Implications…

Research has shown the lack of awareness about the next change to the State Pension Age…

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The tax-free pension lump sum at 55: Implications…

More employees are becoming aware that they can access 25% of their defined contribution pension pot…

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Will your next company car be a plug-in…

2025 introduces a technical change to company car tax, which could alter your next choice of…

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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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