"We are very pleased with the service and the results from our adviser whose twice-yearly visits are invaluable."
THE BEST OF HEALTH
We all hope to reach a ripe old age and see out our final days in the best of health in the comfort of our own homes. Unfortunately, that is not always possible and assisted or residential care may be the only option.
We will help manage the burden of funding long-term care by making sure it can be effectively financed from existing reserves, while aiming to preserve assets for your dependants and future generations.
LOOKING FOR THE FUTURE
When planning what to do with your wealth in the future, health is not always factored in. You might be considering travelling the world, finally acquiring your dream car, maybe even buying or renovating a property.
The best laid plans can fall to the wayside if not carefully considered and diligently deliberated. That’s where we come in. We can help plan a more rewarding financial future to accommodate changing requirements.
OLD AGE, NEW PLAN
We will make sure you are financially well prepared for every different stage in life, even if it’s events that you would rather not think about.
Our expertise spans a wide range of financial solutions meaning we can deliver the right solution to meet your objectives. Once established we can monitor and adapt your plan over the longer term to cater and cope with whatever life brings your way.
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.
PROUD 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.