Chase de Vere

About us

Chase de Vere, established in 1969, is a leading independent financial advisory firm offering bespoke, adviser-led financial planning. We understand the unique financial needs of the self-employed, and our independence allows us to choose the most suitable financial products from the entire market, ensuring our recommendations always align with our clients' best interests.

With over 200 expert advisers across 18 offices nationwide, we provide accessible services throughout the UK. Our award-winning firm boasts high client retention rates and an Excellent rating on Trustpilot, reflecting our ability to deliver reliable financial guidance and instil confidence in each client's financial future.

Tax Planning

We work in conjunction with your accountant to ensure that you make the most of the tax reliefs and allowances available to you. Our focus is on maximising your income and growth potential by implementing effective strategies that optimise your tax position.

Pension Planning

Understanding the unique retirement planning needs when you work for yourself, our advisers help you navigate through various pension schemes. We advise on the best contributions that leverage government incentives and align with your personal retirement goals.

Income Protection

Knowing the unpredictability of running your own business, we offer personalised insurance solutions such as income protection and critical illness cover. These plans provide a financial safety net, ensuring stability in case of health issues or business interruptions.

Savings and Investments

We focus on developing investment strategies that suit your financial capacity and risk tolerance as an entrepreneur. Our guidance is aimed at building a portfolio that supports long-term financial growth, accommodating the variable nature of your income.

Mortgage Assistance

Securing a mortgage can be more complex without a fixed salary. We provide access to a broad range of mortgage options, including those from specialist lenders who are attuned to the circumstances of the self-employed, ensuring you receive competitive terms.

Estate Planning

In partnership with your lawyer, we help develop a comprehensive estate plan that safeguards your personal and business assets. Our service ensures that your estate is managed and distributed according to your wishes, providing reassurance for the future of your legacy.