Business Details
50+ Years
experience
Independent Financial Advice UK
Chase de Vere has been providing independent financial advice since 1969, establishing itself as one of the UK's longest-standing and largest advisory firms. With over 200 advisers across 18 nationwide offices, we specialise in creating tailored financial solutions for individuals, families, and businesses. Our commitment to acting solely in clients' best interests is underpinned by our independence, ensuring unbiased recommendations across a comprehensive range of financial products. We prioritise long-term relationships, combining personal understanding with technical expertise to deliver holistic financial planning. Our advisers maintain the highest professional standards through continuous training and adherence to evolving regulatory requirements.Backed by Swiss Life since 2008, we combine institutional strength with client-focused service delivery. Our community engagement and sustainability initiatives reflect our broader commitment to societal responsibility. Through awards and industry recognition, we have consistently demonstrated excellence in financial advisory services. Client testimonials and Trustpilot ratings affirm our reputation for transparent, reliable guidance. We remain dedicated to evolving with clients' needs while maintaining the core principles that have defined our success for over five decades.
Services
Retirement planning
Investment strategies
Estate planning
Business protection
Employee benefits
Mortgage advice
Wealth protection
Financial education
Selling your business
Specialist professional advice
Details
- Year established: 1969
Highlights and features
- We have over 50 years of experience in independent financial advisory services
- Our 200+ qualified advisers provide nationwide coverage across 18 UK offices
- We operate with complete independence to prioritise client interests above all
- Tailored solutions consider each client's unique financial circumstances and goals
- Backed by Swiss Life's financial strength since 2008
What people say
Expert guidance
Client-focused approach
Award-winning service
Transparent advice
Long-term relationships
Services
Retirement planning
We create comprehensive retirement strategies tailored to individual circumstances. Our advisers consider current assets, future goals, and risk tolerance to develop sustainable income plans. With expertise in pension consolidation and tax-efficient withdrawals, we help clients achieve financial security in retirement while navigating complex regulatory frameworks.
Investment strategies
Our investment solutions focus on long-term capital appreciation while managing risk exposure. We analyse market trends and economic indicators to create diversified portfolios aligned with clients' financial objectives. Regular reviews ensure strategies adapt to changing market conditions and personal circumstances, maintaining optimal investment performance.
Estate planning
We develop comprehensive estate plans to protect and transfer wealth efficiently. Services include will creation, trust establishment, and inheritance tax planning. Our approach ensures clients' wishes are fulfilled while minimising tax liabilities through legal frameworks and specialist financial instruments.
Business protection
Our business protection solutions safeguard companies against financial risks from key personnel loss. We design tailored insurance policies covering critical illness, disability, and death, ensuring business continuity. These strategies protect both organisational stability and employees' financial security through appropriate coverage structures.
Specialist professional advice
We provide tailored financial guidance for specific professional groups including doctors, dentists, and self-employed individuals. Our advisers understand unique career challenges and income patterns, creating solutions that address profession-specific tax considerations and long-term financial planning requirements.
Questions
What areas do Chase de Vere cover?
We operate nationwide with 18 offices across the UK, providing financial advice to clients throughout England, Scotland, Wales, and Northern Ireland.
How are Chase de Vere advisers qualified?
Our 200+ advisers hold industry-recognised qualifications and maintain continuous professional development to stay current with financial regulations and market changes.
What makes Chase de Vere different?
We combine 50+ years of experience with complete independence, ensuring unbiased advice focused solely on client needs rather than product sales.
Can I get business financial advice?
Yes, we offer specialist corporate services including pension schemes, employee benefits, and business succession planning tailored to companies of all sizes.
Are there specialist financial advisers?
Yes, we have dedicated specialists for specific professions including dentists, doctors, self-employed individuals, and veterinary professionals, understanding their unique financial challenges.
