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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

Getting a mortgage doesn’t have to be stressful.
Our dedicated team of specialist advisers will help
you navigate the mortgage maze, removing the
stress and headaches....

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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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The world’s share markets had a bad first half of 2022, but for once the UK…

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The impact of raising the State pension age

New research shows how the most recent increase in state pension age has hit those affected.…

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Flaming June sees interest rates flare

June was a month for rising interest rates on both sides of the Atlantic. Source Bank…

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ISAs: withering on the vine?

New statistics show this year’s ISA season attracted less than half of last year’s total net…

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60% income tax reappears

The high marginal tax rates created by phasing out the personal allowance are back in the…

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Meet our colleagues – Laura Garry, Head of…

Each month we are introducing you to one of our colleagues at Chase de Vere. We’ll…

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Rachel Sartin has been named as the Financial…

Rachel Sartin, Independent Financial Adviser for Chase de Vere based in our Bath office, has been…

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Emma McNally Chase de Vere’s Personal Finance Society…

It’s important for Chase de Vere that we operate as a sustainable business and we’re able…

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Chase de Vere’s Yorkshire 3-Peaks challenge

On Saturday 21 May 2022, 43 employees from Chase de Vere set out to complete the…

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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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