"We are very pleased with the service and the results from our adviser whose twice-yearly visits are invaluable."
LIVE LIFE TO THE FULL
You work hard throughout life to provide for family and loved ones. Retirement should be a time when the focus is on you and how you want to live life to the full.
We’ll make sure you are financially well prepared for your retirement by maximising your level of retirement income, ensuring it is sustainable throughout your retirement years and structured to support your dependants and future generations should something happen to you.
GETTING IT RIGHT
Our independent financial advice focuses on your objectives for enjoying retirement. We listen carefully and give plans careful deliberation before recommending one that is right for you.
We are a team, but we think independently, allowing us to provide a more considered, creative and sometimes, unanticipated solution. But, what you can always expect is for us to deliver the right financial advice, in the right way, at the right time.
RIGHT SOLUTION, GREAT RETIREMENT
Whatever your personal goals are for retirement we can help you to realise them.
Our expertise spans a wide range of financial solutions meaning we can deliver the right solution to meet your expectations. Once established, we can monitor and adapt your retirement income plan over the longer term to ensure your hopes for a happy and fulfilled retirement are realised. We continually work to make sure our clients are satisfied.
WORKING WITH YOU
INTRODUCTORY MEETING
INTRODUCTORY MEETING
At your home, place of work or our local offices, you’ll discover more about Chase de Vere, how we work and most importantly, how we can help.
INFORMATION GATHERING
INFORMATION GATHERING
The more we understand about you and your financial situation, the more robust our advice.
FINANCIAL ANALYSIS
FINANCIAL ANALYSIS
Your personal adviser will analyse your financial situation alongside your needs and priorities.
RECOMMENDATIONS
RECOMMENDATIONS
We will present you with an individually tailored strategy within a personal financial plan.
IMPLEMENTATION
IMPLEMENTATION
Once you are entirely satisfied, we can begin to put your plan in place.
ONGOING REVIEW
ONGOING REVIEW
We offer several options moving forward. Your adviser will work with you to find out what works best for you.
Understanding our fees
Fees are an important factor when selecting an adviser, as is the type of advice and service you receive in return.
Find out more about our fees herePROUD TO BE INDEPENDENT
We are a rare breed. There are a limited number of advisers in the whole country able to give truly independent financial advice, without any constraints. We are not beholden to anyone, other than you.
AWARD-WINNING SERVICE
Awards for independent advice and excellence in service are important recognition. Our team and the solutions they provide are regularly honoured, but satisfied clients will always be the mark of our success.
FOR THE LONG-TERM
We have been one of the country’s leading independent financial advisers for almost half a century. Some of our clients have been with us for decades. As a member of the Swiss Life Group, we will be around for many years to come.