Chase de Vere are independent financial advisers, providing unrestricted, independent financial advice on a broad range of areas. These range from designing investment portfolios and helping clients plan for their retirement, to estate and legacy planning. They have been one of the country's leading independent financial advisers for almost 50 years, with some of their clients staying with them for decades. They put this loyalty down to offering high-calibre, unconstrained advice, while striving to achieve the very best for their clients. Many financial advisers are restricted, offering solutions only from selected providers. Chase de Vere are free to create financial plans that are bound by no other obligation than to their clients. The firm has offices across the country and more than 200 professional advisers. They are also members of the Swiss Life Group, which gives them the influence, resources, preferential terms and exclusive arrangements other independent financial advisers cannot offer.

