You are here: Home » » Why we work with Chase de Vere

Why we work with Chase de Vere

publication date: Sep 13, 2017

Company details

Will your property deliver in retirement checklist

Passing on your wealth checklist


Telephone number: 0345 300 6256


Checklists: Will property deliver a retirement income?

and Passing on your property wealth


Kate's first experience with Chase de Vere was with Patrick Connolly who helped her tremendously in producing one of the first comparisons of investing money in property versus a pension. Since then, Kate and Chase de Vere have worked closely together on several property and finance media stories; our Buy to Let Show with Sherrill George and on bespoke one-to-one advice for people trying to plan their finances, especially property investors.

Patrick Connolly - Head of Communications

What do they do

Chase de Vere is a national firm of independent financial and corporate advisers, with offices in Basingstoke, Bath, Birmingham, Cambridge, Cardiff, Chester, Glasgow, Leeds, Leicester, London, Manchester, Preston and Tyne & Wear.

They provide independent financial advice to individuals on areas including pension planning, investment management, generating an income in retirement and tax and estate planning.

Chase de Vere offers a specialist financial advisory service to the medical profession in partnership with the British Medical Association (BMA). They are the only financial adviser firm recommended by the BMA and have provided advice to over 11,000 of their members.

The Company also provides corporate advice services to employers including on employee benefits, advice on workplace pensions and it provides financial education in the workplace services for employees.

The recognised expertise of the Company means that it is regularly quoted in the national, regional and consumer financial media. It has also won a series of industry awards and accolades related to the financial advice and service it provides.

From the beginning

Chase de Vere is backed by Swiss Life, one of Europe’s leading life assurance companies. This level of financial backing means that Chase de Vere is well placed to adapt to changes in the financial advice arena in the future.

How much does it cost?

Chase de Vere will offer a free initial telephone call or meeting with anyone who mentions they have come through

If you decide to proceed then any advice and service fees are agreed with you at outset. These could be charged as a percentage of investment assets, a fixed fee or an hourly fee.


  • Unbiased Media Awards – Financial Adviser of the Year 2017 (winner), 2016 (runner-up)

  • Unbiased Media Awards – Investment Adviser of the Year 2017 (winner)

  • Unbiased Media Awards – At Retirement Adviser of the Year 2017 (winner)

  • Unbiased Media Awards – Value of Advice Ambassador 2017 (winner)

  • Unbiased Media Awards – Tax Planning Adviser of the Year 2017 (runner-up), 2016 (winner), 2015 (runner-up)

  • Women in Wealth Award 2016 – Best Wealth Management Consultant, Rachel Sartin, independent financial adviser from Chase de Vere in Bath

  • Moneyage Awards 2016 Financial Adviser of the Year (finalist)

  • thewealthnet Top 25 Financial Planning Companies 2010-2016

  • Scotland on Sunday IFA of the Year – runner-up

  • Cyber Essentials Certified Company accreditation, demonstrating that Chase de Vere has robust cyber security practices in place

  • Financial Adviser Top 25 Women IFAs – three of Chase de Vere’s financial advisers are listed; Sheralee Ellis (London), Kwai Lee (Cardiff), Rachel Sartin (Bath)

  • Financial Adviser Life and Pensions Awards 2015

  • The Sunday Times 100 Best Companies to Work For 2015

  • eprivateclient Top 25 Most Admired Companies 2015

  • Scotland on Sunday IFA of the year (runner-up)

  • Unbiased Media Awards – Judges’ Award for Outstanding Contribution 2015 (winner)

  • Investment Life & Pensions Moneyfacts Award 2014 (finalist)

  • Investment IFA of the Year 2014 (runner-up), 2013 (winner)

  • Private Client Practitioner Top 25 Financial Planning Companies 2013, 2012, 2011, 2010

  • Good Advice Awards Best Investment Adviser 2012 (finalist)

  • Financial Adviser Awards Group Pensions IFA of the Year 2012 (runner-up)

  • Professional Adviser Awards – Investment Adviser of the Year 2011 (winner)

  • Corporate Adviser Benefit Platform Survey 2010 – highest overall score

  • Globex International Award 2010

  • Moneyfacts Good Advice Awards 2010 (finalist)

Top three tips

  1. Don’t keep all of your investment eggs in one basket. Just as you don’t want all of your money invested in the stock market, you also don’t want all of your assets tied up in the property market.

  2. If you invest in property make sure you understand how it fits into your overall financial plan, what you’re aiming to achieve, what your exit strategy is and that you understand the risks and what could go wrong.

  3. If you take financial advice then make sure you use an independent financial adviser who is able to consider your overall circumstances and objectives and isn’t trying to sell you their own products or investment funds.

All our information is brought to you by Kate Faulkner, author of Which? Property books and one of the UK's top property experts.
This website is Copyright © Designs on Property Ltd and protected under UK and international law.