Chase de Vere Independent Financial Advisers limited

Principal Place of Business

Phone

+442070651700

Web

http://www.chasedevere.co.uk

Complaints Contact

Phone

+4401618483498

Buy-to-Let Mortgage Advice

Buy-to-Let Mortgage Arranging

P2P Lending Advice

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional

Pension Transfer Advice

For Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme

Equity Release Advice

For Customer, Home reversion plans

Investment Advice (no pensions)

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

Equity Release Arranging

For Customer, Home reversion plans

Arranges Investments

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

Mortgage Arranging

For Customer, Regulated mortgage contract

Arranges Asset Safekeeping

For Retail (Investment), Personal pension scheme, Life Policy, Share, Debenture, Government and public security, Warrant, Stakeholder pension scheme, Rights to or interests in investments (Security), Certificates representing certain security, Unit, Rights to or interests in investments (Contractually Based Investments)

Credit Brokering

Stockbroking

For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Structured Deposits, Non-investment insurance contracts, Rights to or interests in investments (Contractually Based Investments), Unit, Rights to or interests in investments (Security), Stakeholder pension scheme, Certificates representing certain security, Warrant, Government and public security, Debenture, Share, Life Policy, Alternative Debenture, Personal pension scheme

Debt Advice

Equity Release Setup

For Customer, Home reversion plans

Mortgage Setup

For Customer, Regulated mortgage contract

Investment Setup

For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Rights to or interests in investments, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

Manages Your Portfolio

For Retail (Investment), Personal pension scheme, Life Policy, Share, Debenture, Government and public security, Warrant, Stakeholder pension scheme, Rights to or interests in investments (Security), Certificates representing certain security, Unit, Rights to or interests in investments (Contractually Based Investments), Structured Deposits

IRN SXB01573

• (268)CF30 Customer (1 Nov 2007 to 18 Feb 2009)
• (269)CF21 Investment Adviser (6 Jul 2006 to 31 Oct 2007)

IRN TXK01671

• (471)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Oct 2020)
• (470)[FCA CF] Client dealing (9 Dec 2019 to 2 Oct 2020)
• (469)CF30 Customer (7 May 2019 to 8 Dec 2019)

IRN TAS01073

• (254)4. Giving personal recommendations on retail investment products which are not broker funds
• (253)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (256)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (255)[FCA CF] Client dealing (since 9 Dec 2019)
• (599)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (600)CF21 Investment Adviser (15 Jun 2007 to 31 Oct 2007)

IRN TLS01017

• (21)CF30 Customer (30 Oct 2013 to 24 Oct 2014)

IRN TSD00003

• (51)CF30 Customer (1 Nov 2007 to 4 Dec 2007)
• (52)CF21 Investment Adviser (19 Aug 2005 to 31 Oct 2007)

IRN TXS04161

• (779)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (780)4. Giving personal recommendations on retail investment products which are not broker funds
• (782)[FCA CF] Functions requiring qualifications (since 15 Sep 2025)
• (781)[FCA CF] Client dealing (since 15 Sep 2025)

IRN TXB01347

• (634)CF30 Customer (25 Aug 2010 to 31 Jan 2011)

IRN TCL01031

• (166)4. Giving personal recommendations on retail investment products which are not broker funds
• (165)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (164)7. Giving personal recommendations on long-term care insurance contracts
• (167)[FCA CF] Client dealing (since 9 Dec 2019)
• (168)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (520)CF30 Customer (28 Oct 2013 to 8 Dec 2019)

IRN TXS00076

• (320)CF21 Investment Adviser (4 Dec 2004 to 24 Oct 2005)

IRN TFP01006

• (545)4. Giving personal recommendations on retail investment products which are not broker funds
• (544)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (547)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (546)[FCA CF] Client dealing (since 9 Dec 2019)
• (900)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
• (901)CF21 Investment Adviser (3 Jul 2006 to 31 Oct 2007)