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.
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Featured Workplace Factors
92% of staff agreed
I believe I can make a valuable contribution to the success of this organisation
With employees commuting from as far as Huddersfield and Halifax, at peak times it can cause horrendous issues getting to work. Staff have the opportunity to work flexibly to avoid congestion, which has had a really positive impact on wellbeing.
87% of staff agreed
People in my team go out of their way to help me
The company support employees in all areas of their professional and personal development by providing an intensive and structured programme that covers all facets of the advice process. This includes sales/service initiatives, client-facing soft skills, technical knowledge and business quality.
87% of staff agreed
My organisation encourages charitable activities
With the independent financial sector being extremely competitive, advisers are given the option of choosing which contract they prefer to work under based on their individual circumstances. Options include the ‘Employed Contract' and the ‘Variable Contract'.
92% of staff agreed
I believe I can make a valuable contribution to the success of this organisation
With employees commuting from as far as Huddersfield and Halifax, at peak times it can cause horrendous issues getting to work. Staff have the opportunity to work flexibly to avoid congestion, which has had a really positive impact on wellbeing.
87% of staff agreed
People in my team go out of their way to help me
The company support employees in all areas of their professional and personal development by providing an intensive and structured programme that covers all facets of the advice process. This includes sales/service initiatives, client-facing soft skills, technical knowledge and business quality.
92% of staff agreed
I believe I can make a valuable contribution to the success of this organisation
With employees commuting from as far as Huddersfield and Halifax, at peak times it can cause horrendous issues getting to work. Staff have the opportunity to work flexibly to avoid congestion, which has had a really positive impact on wellbeing.
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Chase de Vere IFA Group Plc
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