"We are very pleased with the service and the results from our adviser whose twice-yearly visits are invaluable."
LIVE THE LIFE YOU LONG FOR
Whatever you hope to do with your money in the future, whether it’s enjoying the holiday of a lifetime, supporting your children through school or university, or simply safeguarding your loved ones, you should plan your investments carefully now.
With ever-increasing demands on your time, ever-changing financial products and regulations, and fast-moving, volatile stock markets, professional investment advice is crucial. Whatever your goals, our independent financial advisers will help you fulfill them.
FREEDOM TO ADVISE OBJECTIVELY
Many financial advisers are restricted, meaning they can only offer solutions from selected providers. We, on the other hand, are free to create investment plans that are totally unconstrained by any obligation – other than to you, our client.
We believe that true independence is a virtue that allows freedom of thought and real objectivity. Our independent financial advice focuses on your aspirations. Let us help you invest in a more rewarding financial future.
A WEALTH OF KNOWLEDGE
We have been providing trusted financial advice since 1969. Informed by unparalleled experience and robust principles, we recommend investment solutions which work as hard for your money as you have.
We are here to help preserve and grow your money with a carefully planned, meticulously managed investment strategy bespoke to your situation and your individual financial goals. You are a unique individual. So is the independent financial advice we bring you.
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.