Working at Chase de Vere Independent Financial Advisers

We have been one of the country’s leading independent financial advisers for 50 years. Some of our clients have been with us for decades. That is because, as well as offering high-calibre, unconstrained advice, we continually strive to make sure our clients are satisfied. Our financial advice spans a wide range of services including pensions, estate planning, care funding and wealth management as well as business protection, employee benefits and workplace financial education.

Many financial advisers are restricted, offering solutions only from selected providers. We, on the other hand, are independent financial advisers and therefore are free to create financial plans that are bound by no other obligation than to you, our client. Your circumstances are unique to you, so is the advice we bring you.

Backed by Swiss Life, one of Europe’s leading financial solutions providers, we are well placed for the longer term and able to exercise our position and influence in the market for the benefit of our clients. We act for individuals as well as companies and their employees, all of whom seeking to prosper financially from our tailored financial advice.

We believe in giving holistic advice that complements our clients' personal financial goals. We do this by first getting to know our clients and their objectives and then offering them solutions that work towards their goals.

As independent financial advisers we are free to choose products from the entire UK financial services market. This means our clients can be sure that whatever advice and solutions we offer; we offer them with complete impartiality as we are not beholden to any given product provider.

Any products we put forward we will have chosen for their value for money and their suitability for our clients' individual circumstances. We believe this is the only route to ‘best value’ appropriate advice.

Origins of the Chase de Vere brand:

1969 Thomson's Financial Planning established
1982 Chase de Vere Investments established
2000 Bank of Ireland acquires Chase de Vere Investments
2004 Thomson's acquired by AWD Holding AG
2005 AWD acquires Chase de Vere Financial Solutions from Bank of Ireland
2005 AWD Chase de Vere brand established
2013 Chase de Vere brand created

We have offices throughout the UK and pride ourselves on delivering all the capabilities you would expect from a large national organisation at a local personalised level.