Business Details
50+ Years
experience
Trusted Financial Advisers in London
Established in 1969, Chase de Vere stands as one of the UK's longest-established independent financial advisory firms. With over 200 advisers operating from 18 nationwide offices, we specialise in delivering tailored financial solutions for individuals, families, and businesses. Our independence ensures unbiased advice focused solely on clients' best interests, supported by a commitment to continuous professional development and industry-leading expertise. We prioritise building long-term relationships through personalised service, combining holistic financial planning with specialist knowledge across diverse sectors including retirement planning, investment strategies, and business protection. Recognised through multiple industry awards, our team's expertise is further strengthened by our partnership with Swiss Life, Switzerland's largest life and pension company.We maintain transparency in all dealings, offering clear communication and evidence-based recommendations designed to help clients achieve financial confidence. Our community engagement initiatives and sustainability commitments reflect our broader responsibility to society, while our digital platforms and flexible consultation options ensure accessible, modern financial guidance. With five decades of experience navigating economic changes, we provide the stability and insight needed to address both immediate needs and long-term aspirations.
Services
Retirement planning
Investment strategies
Estate planning
Mortgage advice
Business protection
Employee benefits
Financial education
Selling your business
Details
- Year established: 1969
Highlights and features
- We operate with complete independence to prioritise client interests
- Over 50 years' experience navigating financial markets and regulations
- 200+ qualified advisers across 18 UK locations
- Award-winning service recognised by industry peers
- Supported by Swiss Life's financial strength since 2008
What people say
Award-winning service
Expert guidance
Personalised approach
Long-term relationships
Industry expertise
Services
Retirement planning
We create tailored retirement strategies considering individual circumstances and financial goals. Our advisers assess pension options, tax implications, and income requirements to ensure financial security in retirement. With expertise in NHS pension schemes and complex retirement scenarios, we help clients navigate their options while maintaining compliance with regulatory requirements.
Investment strategies
Our investment solutions focus on capital preservation and growth through diversified portfolios. Advisers analyse market trends, risk tolerance, and financial objectives to develop bespoke investment plans. We provide ongoing portfolio reviews and adjustments to align with changing market conditions and client needs while maintaining transparent fee structures.
Estate planning
We help clients protect and transfer wealth efficiently through comprehensive estate planning. Services include will creation, trust establishment, and tax mitigation strategies. Our specialists work with legal professionals to ensure proper documentation and compliance with inheritance tax regulations while preserving family assets for future generations.
Business protection
Our business protection services safeguard companies against financial risks from key personnel loss or critical events. We design tailored insurance solutions covering life cover, critical illness, and income protection policies. These strategies ensure business continuity and financial stability during unexpected circumstances while supporting long-term corporate objectives.
Employee benefits
We develop comprehensive employee benefit packages to attract and retain talent. Services include pension scheme design, salary sacrifice arrangements, and health insurance options. Our specialists help businesses implement cost-effective benefits that comply with regulatory requirements while enhancing employee satisfaction and workplace wellbeing.
Questions
How do I book a financial consultation?
Contact us via phone at 0345 609 2008 or use our online booking system to schedule a consultation with a local adviser.
What qualifications do your advisers hold?
Our advisers maintain industry-recognised qualifications including Chartered Financial Planner status and regular professional development to stay current with market changes.
Are your services available outside London?
We operate from 18 UK locations including Basingstoke, Manchester, Edinburgh, and Cardiff, with nationwide coverage through our 200+ adviser network.
How are your fees structured?
We provide transparent fee structures during initial consultations, with options including hourly rates, fixed fees, or percentage-based charges depending on service complexity.
Do you offer digital financial tools?
Yes, our client portal provides secure document sharing, portfolio tracking, and online meeting capabilities for convenient financial management.
What specialist sectors do you cover?
We specialise in financial advice for dentists, doctors, self-employed professionals, and veterinary practices, addressing their unique financial challenges.
Reviews (1)
Gillian Lawton
Mar 22, 2021
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Chase de Vere are excellent Financial Advisors. I have been with them for 20 years and would thoroughly recommend this company. I have had expert advice and I feel 100% confident with the portfolio which was drawn up for me which is reviewed regularly.
