Meet our new financial advisory partner: Chase de Vere

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We know that fluctuating incomes and difficulties with accessing financial products can make managing your finances particularly complex as a freelancer. That’s why we’ve always tried to partner with organisations that specifically cater for the self-employed and their unique financial situations when it comes to financial planning.

In fact, IPSE research has revealed that almost two in five freelancers (38%) found the process of getting a mortgage difficult whilst over seven in 10 (71%) are concerned about saving for later life.

With this in mind, I’m delighted to be able to announce IPSE’s latest partnership with leading independent financial advisory firm, Chase de Vere.

How IPSE members can benefit

They specialise in a range of services specifically tailored to support your financial wellbeing, including tax, pension and estate planning whilst also assisting with savings and investments and help with getting a mortgage as a self-employed individual.

IPSE members are entitled to a free initial consultation with a Chase de Vere financial adviser – this would normally cost you £250 per hour.

IPSE members can also receive complimentary home buyers’ protection worth up to £1,050 if a mortgage is arranged through Chase de Vere; well worth a look if you’re planning on purchasing or remortgaging in the next few years.

I’m also pleased to say that the IPSE Policy team is now looking for joint campaign or research opportunities on the back of this partnership, that will only aid in getting self-employed financial wellbeing issues up the political agenda.

Provide your feedback or suggestions on IPSE's partners

At IPSE, we're always trying to improve our partnership offerings for members. If you have any areas to target or specific companies that you would like to see us partner with, we're always open to new ideas. Let us know by filling in the form below.


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Meet the author

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Tracey Clinton

Head of Partnerships