Contact PersonBen Willis
Head of Portfolio Management
DescriptionChase de Vere has been a trusted source of independent financial advice since 1969, making us one of the longest established, most experienced advisers in the UK. 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. We consider ourselves as allies – experts sitting on our clients’ side of the table, acting in their best interests.ApproachChase de Vere believe that offering a sustainable approach to financial planning and investing is a core part of the services they offer clients as an independent financial planner. This has been particular relevant when managing client investment portfolios, whether on a bespoke or discretionary basis. Discussions with clients about sustainable investing is an embedded part of the fact finding process and our fund panels include a range of sustainable investment options when advisers are constructing bespoke portfolios. Chase de Vere also offer an ethical range of discretionary model portfolios. These employ both negative and positive screening to remove the bad and reward the good. The ethical portfolios are managed across three risk profiles to cater for all investors. Chase de Vere Medical and Chase de Vere Dental offer financial advice services to the medical and dental professions, whose members have historically shown a high degree of interest in sustainable financial advice and sustainable investment options.