"We are very pleased with the service and the results from our adviser whose twice-yearly visits are invaluable."
PRICELESS PEACE OF MIND
Life sometimes has a habit of not going exactly to plan. We can’t foresee what is waiting around the corner, but we can help to ensure you’re financially prepared for every eventuality.
We provide advice on all aspects of insurance including Life Insurance, Critical Illness Insurance and Income Protection Insurance, helping to safeguard what matters - personally and in business. So, in the unfortunate event of illness, accident or death, you’re fully covered.
PREPARING FOR THE UNEXPECTED
Events happen that are beyond our control. That’s why investing in the correct insurance policy and preparing for the unexpected such as death, illness or accidents, is so important.
We have a comprehensive range of advisory services designed with the longer term in mind ensuring you have the most appropriate and correct level of insurance cover in place. If something should happen to you, you can rest assured your family and loved ones are financially protected and secure and financial obligations are honoured without having to sell existing assets.
SUPPORTING LOVED ONES
None of us want to think about not being around for our loved ones. However, careful planning now can be of great value to them in the future. Knowing the ship will steer a steady course in troubled waters will also provide peace of mind.
We’ll offer help, advice and support to family members dealing with the immediate financial upheaval in the event of your death.
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.