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Advice for you

Advice for your business

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Advice on Personal Injury Awards

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Advice for Medical Professionals

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Advice for Dental Professionals

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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 efficient manner.

  • THE LASTING GIFT
  • YOU COME FIRST
  • EVERY DETAIL THOUGHT THROUGH
  • WORKING WITH YOU
  • PROUD TO BE INDEPENDENT
  • AWARD WINNING SERVICE
  • FOR THE LONG TERM
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THE LASTING GIFT

What you plan to do with your wealth in the future is personal. You might have definite plans as to how you want it to be managed following your death or might not have considered it yet.

We can develop strategies to ensure your assets are distributed according to your wishes, with a focus on reducing the tax payable on wealth passed to your beneficiaries as part of your estate.

YOU COME FIRST

We advise the sons and daughters of many of our original clients. Lasting relationships based on trust are extremely important to us, which is why we place so great an emphasis on legacy and estate planning.

Every single client benefits from our highly disciplined approach to independent and personally tailored financial advice. We will be as involved as you need us to be and we will always put you first.

EVERY DETAIL THOUGHT THROUGH

If your business affairs are linked to personal plans, we can factor these into your legacy and estate strategy. Your adviser will work closely with any other professional advisers you may have, such as an accountant or solicitor, to ensure all planning is aligned.

Should you need supplementary advice, we can introduce you to one of our trusted external advisers. Our aim is to ensure your requests always come to fruition.

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 here

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.

TAKE A LOOK AT OUR OTHER SERVICES

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....

Learn more

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. ...

Learn more

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...

Learn more

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...

Learn more

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....

Learn more

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....

Learn more

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"We are very pleased with the service and the results from our adviser whose twice-yearly visits are invaluable."

"As financial advisers, they are always available and dependable, and I would not hesitate to recommend Chase de Vere to anyone."

INTERESTED IN BOOKING AN APPOINTMENT WITH US, OR, IF YOU JUST WANT TO MAKE A GENERAL ENQUIRY TO FIND OUT MORE, GET IN TOUCH WITH US TODAY!

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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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