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 SGS00003

• (937)4. Giving personal recommendations on retail investment products which are not broker funds
• (936)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (940)CF1 Director (AR) (since 20 May 2025)
• (939)Appointed representative dealing with clients for which they require qualification (since 2 Nov 2021)
• (938)CF30 Customer (since 6 Oct 2021)

IRN SJS00060

• (710)[FCA CF] Manager of certification employee (since 9 Dec 2019)
• (1054)[FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2022)
• (1055)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2022)
• (1053)CF30 Customer (1 Jun 2016 to 8 Dec 2019)

IRN SAN00001

• (1152)CF21 Investment Adviser (16 Aug 2006 to 11 Oct 2006)

IRN SXR01405

• (816)CF30 Customer (29 May 2013 to 14 Feb 2014)

IRN SAC01307

• (482)CF30 Customer (8 Sep 2017 to 8 Jan 2019)

IRN SDP01073

• (1502)CF4 Partner (AR) (21 Sep 2009 to 31 Dec 2013)
• (1500)CF30 Customer (1 Nov 2007 to 31 Dec 2013)
• (1501)CF21 Investment Adviser (20 Apr 2004 to 31 Oct 2007)

IRN SGJ00019

• (672)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (673)4. Giving personal recommendations on retail investment products which are not broker funds
• (675)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (674)[FCA CF] Client dealing (since 9 Dec 2019)
• (1005)CF30 Customer (13 Oct 2017 to 8 Dec 2019)

IRN SXH11767

• (1226)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Sep 2020)
• (1225)[FCA CF] Client dealing (9 Dec 2019 to 25 Sep 2020)
• (1224)CF30 Customer (4 Mar 2019 to 8 Dec 2019)

IRN SJC00134

• (299)CF30 Customer (4 May 2010 to 16 Apr 2014)

IRN SPM01091

• (1255)CF30 Customer (7 Sep 2016 to 30 Nov 2018)