Chase de Vere

Financial planner · Birmingham

5.0Excellent5.0 on average from 34 reviews
1 Cornwall St, Birmingham B3 2DX, United Kingdom
Since 1969Book online
No. 23No. 23 in the 38 Best Mortgage Brokers in BirminghamSee the comparison

About Chase de Vere

Chase de Vere provides independent financial advice on retirement, investments and protection for individuals, families and businesses. Its services also include mortgages, estate planning and funding care, with specialist support for serious personal injury and Court of Protection cases.

For claimants and families, advice can be provided before settlement, at settlement and after settlement throughout the claims process. Individuals can also seek support with NHS pensions, investment portfolios and first-time buyer mortgages. Business services include business protection, employee benefits and advice for people selling a business, allowing financial planning to extend beyond personal arrangements.

Before you choose Chase de Vere

5.0 on average from 34 reviews

In its favour

  • Court of Protection expertise
  • Pre- and post-settlement advice
  • Broad personal and business planning

Typical client: Families planning retirement, investments or post-settlement finances

Specialties

Also works on: first-time buyers

Key facts

Type
Financial planner
Rating
5.0 on average from 34 reviews

Featured in

Questions and answers

Do you advise people involved in personal injury or Court of Protection cases?

Yes. Chase de Vere provides independent financial advice to claimants involved in personal injury and Court of Protection cases.

Do you provide financial advice for doctors and medical professionals?

Yes. Chase de Vere provides tailored, independent financial advice for doctors and other medical professionals.

What business financial advice do you offer?

Business advice includes protection, employee benefits and succession planning, tailored to the business's needs.

When was Chase de Vere established?

Chase de Vere opened its doors in 1969 and now has over 200 advisers across 18 offices nationally.

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