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Investing your money

What are you looking to achieve from your investments? Perhaps you're looking for capital growth, a regular income, to save for your children's education, or minimise your tax bill? At the very least, you'll want to preserve your wealth and make a return in excess of inflation.


Whatever your short, medium and long-term goals, we're here to help make them a reality - no matter how complex your financial affairs are. Of course, your personal circumstances are unique, so we tailor our investment advice accordingly.

Your Chase de Vere independent financial adviser will help you:

  • Assess your financial position - this includes understanding your current circumstances, aspirations, goals and appetite for risk.
  • Develop a comprehensive investment plan - one based on robust and rigorous investment principles, such as effective diversification, strategic asset allocation, value for money, and consistent performance.
  • Put your plan into action ­- we provide a clear timetable of what we will do and by when.
  • Stay on track - we can monitor and review your plan regularly, providing updates and reports.

Broad investment experience, focused advice

With proven experience, you can access expert advice on virtually every type of investment - equities, commodities, property or bonds - in the UK or international markets. We can also advise on using tax-efficient structures, including ISAs, pensions and investment bonds, as well as more complex and highly specialist schemes. It also means we can look at your finances 'in the round' and so provide the right solutions that take into account the bigger picture.

Monitoring performance, continually

Our team of expert analysts evaluate both the investments and companies we recommend continually. This means we can adapt your strategy and portfolio in response to investment performance, market conditions, significant global events, as well as to changes in your personal situation.

Taking the long view

As independent financial advisers, much of what we do involves long-term planning. Just as important is our commitment to building a long-term relationship with you. This means that whatever type of advice you're after, you will feel confident you have the breadth of experience and depth of expertise you need to make the most of the present and the future - whatever it holds.

Call us today on 0345 609 2008 or click here and we'll call you back to book your free initial consultation.

 

Important information

The Financial Conduct Authority does not regulate tax advice.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested

Don’t put up with high charges and poor performance.

Request an investment review today.

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Why choose Chase de Vere?

  • Experienced
  • Specialist
  • Independent
  • Professional
  • Award-winning