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