"We are very pleased with the service and the results from our adviser whose twice-yearly visits are invaluable."
YOUR DREAMS, OUR PLANS
You may be plotting to travel the globe. Take up golf. Buy a boat. Or perhaps just enjoy the home you’ve worked so long and hard to build. Whatever your hopes are for retirement, we will work with you to help achieve them with independent pension and investment advice.
We will make sure you are financially prepared for retirement by ensuring the best use of pensions, investments and other saving options, taking every opportunity to increase reserves.
EVER CHANGING TIMES
After discussing your aspirations for retirement, our experienced advisers will freely and independently help to put a tailored plan in place to help achieve your future financial goals.
Pensions are complex in terms of tax relief on what you can pay in and the different options to access your funds, but our pension advice will help you make informed choices and avoid costly mistakes. If things change as you reach different life stages, our plans are adaptable and flexible to change with you.
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.