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Chase 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.
I help you make confident financial decisions with simplified wealth management; assisting you with financial objectives that facilitate your life goals. These priorities often include values like freedom, financial integrity and security.
Clients include working professionals that want to delegate their investment management, retired and semi-retired individuals who want to enjoy financial freedom living with passive investment income or who want help with pension drawdown.
A generous percentage of my clients are women who enjoy the connection & working with a woman financial adviser.
Our goal is to help as many ethically focused people as we can access suitable investments for their pensions and savings and achieve their financial goals while making a positive contribution.
For over 30 Years, Jan has provided a first class service to clients from her earlier days in London and later after moving to Bristol and starting her own firm.
She now advises clients in Bristol, Surrey, Oxfordshire, Worcestershire, Gloucestershire, Dorset, Cornwall and Cardiff ~ and many places in between ~ Jan believes that business is client-centred and, for that reason, is careful to maintain a client portfolio that enables her to provide the professional service that each demands and deserves.
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MainStreet Partners was established in 2008 with the aspiration of providing investors with transparent and easy access to companies and funds that achieve consistent financial returns while improving people’s lives and protecting our planet.
We are the trusted ESG partner of top-tier investors for a simple reason: we provide a one-stop shop for their sustainability requirements at portfolio level. Our clients are some of the most sophisticated and leading Wealth Managers, Asset Managers, Banks, Insurances and Asset Owners in the financial industry.
MainStreet is based in London, regulated by the Financial Conduct Authority. We operate via two main divisions:
Our solutions are delivered through proprietary models and databases available on a unique and user-friendly ESG platform: ESG Everything - The ESG platform by MainStreet Partners Our clients can create sustainable model portfolios and/or analyse their assets thanks to: