Chase de Vere is a leading independent financial adviser that provides comprehensive and tailored financial services to individuals and businesses. They offer independent financial advice, investment management, estate planning, employee benefits, busi…
Chase de Vere Brechin is an independent financial adviser offering comprehensive financial services to individuals and businesses. The firm specialises in tailored financial planning, investment management and estate planning for high-net-worth clients and business owners. Services encompass wealth structuring, tax-efficient investment and succession planning. Natural referral partners include tax advisers handling complex tax situations, estate lawyers drafting wills and managing trusts, chartered accountants supporting business owners, and pension specialists optimising retirement income. Property advisers and insurance specialists also complement their offering. A referral to Chase de Vere makes sense when a business owner or affluent individual needs integrated financial planning across multiple areas, or when personal wealth requires professional structuring to achieve tax efficiency and legacy goals.