"We are very pleased with the service and the results from our adviser whose twice-yearly visits are invaluable."
Who is IPSE?
IPSE is the UK’s only not-for-profit association dedicated to supporting the self-employed community. Since its inception in 1999, IPSE has grown from a protest organisation against the IR35 tax legislation into a robust support system offering resources, protection, and advocacy for the self-employed. Their commitment is to create a fair and aspirational environment where self-employment is a sustainable and rewarding career choice. Learn more about IPSE and their services on their website.
Visit IPSEServices offered by IPSE
IPSE provides its members with crucial support tailored to the diverse ways people work independently. From essential protection and expert advice to a strong community of allies and innovators, IPSE ensures no one goes it alone in the self-employment journey. Their membership categories cater to everyone from freelancers and side hustlers to directors and those working through umbrella companies. Detailed information about the benefits for each membership category can be found here.
IPSE BenefitsBenefits of this partnership
Through this partnership, IPSE members will benefit from Chase de Vere’s expertise in financial planning, specifically crafted for the self-employed. Our advisers are equipped to assist with everything from investments and taxes to mortgages and retirement planning, ensuring that each member’s financial strategy is as unique as their work.
Exclusive offer for new members
We are pleased to offer new members referred by Chase de Vere a special 12.5% discount on their annual IPSE membership. Use the promotional code IA-CDV when signing up here to take advantage of this exclusive offer.
This partnership represents a shared vision between Chase de Vere and IPSE: to empower the self-employed with the tools, knowledge, and support necessary to make informed financial decisions that propel their professional and personal lives forward. We are excited to embark on this journey with you and look forward to the success it brings to all IPSE members.
Important information:
-Your home may be possessed if you do not keep up repayments on your mortgage.
-The value of your investment and the income from it may rise as well as fall and is not guaranteed. You may not get back the full amount invested.
-The Financial Conduct Authority does not regulate cash flow planning, tax or estate planning.
OUR INVESTMENT SERVICES
SELECT PORTFOLIOS
This diverse and flexible service makes it ideal for many clients. A range of multi-asset investment portfolios, each with a distinct asset allocation and diversification strategy, enables you to achieve specific objectives, while freeing you of the responsibility of approving all investment transactions, permitting instead our in-house portfolio managers to make investment decisions on your behalf.
TAILORED PORTFOLIOS
For those whose particular circumstances or requirements warrant a highly customised investment solution. Your adviser will hand-pick each element of your portfolio to ensure a specific outcome is achieved, recommending future investment changes for your personal approval, should you require our ongoing advice.
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.