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

Pension Transfer Advice

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

Equity Release Advice

For Customer, Home reversion plans

Investment Advice (no pensions)

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

Mortgage Advice

For Customer, Regulated mortgage contract

Authorised to Operate

Equity Release Arranging

For Customer, Home reversion plans

Arranges Investments

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

Mortgage Arranging

For Customer, Regulated mortgage contract

Arranges Asset Safekeeping

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

Buy-to-Let Start Date

Buy-to-Let Status

Credit Brokering

Stockbroking

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

Debt Advice

Equity Release Setup

For Customer, Home reversion plans

Mortgage Setup

For Customer, Regulated mortgage contract

Investment Setup

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

Manages Your Portfolio

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

IRN SXJ01171

• (734)CF30 Customer (1 Nov 2007 to 30 Nov 2007)
• (735)CF21 Investment Adviser (18 Oct 2004 to 31 Oct 2007)

IRN SXD83364

• (1432)[FCA CF] Functions requiring qualifications (4 Aug 2023 to 5 Jun 2025)
• (1431)[FCA CF] Client dealing (4 Aug 2023 to 5 Jun 2025)

IRN SCF00015

• (895)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2025)
• (894)[FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2025)
• (893)CF30 Customer (15 Jan 2019 to 8 Dec 2019)

IRN SCG01033

• (1251)CF21 Investment Adviser (28 Feb 2002 to 21 Dec 2006)
• (1250)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Feb 2002)

IRN SCS01102

• (671)CF30 Customer (6 Oct 2011 to 9 Sep 2016)

IRN SCT00022

• (963)CF4 Partner (AR) (21 Sep 2009 to 31 Dec 2013)
• (961)CF30 Customer (1 Nov 2007 to 31 Dec 2013)
• (962)CF21 Investment Adviser (9 Jun 2006 to 9 Jun 2006)

IRN SJA00004

• (874)[FCA CF] Functions requiring qualifications (5 Jun 2024 to 1 Feb 2025)
• (873)[FCA CF] Client dealing (5 Jun 2024 to 1 Feb 2025)
• (872)CF21 Investment Adviser (3 May 2002 to 26 Jul 2002)
• (871)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 3 May 2002)

IRN SJM00041

• (1078)CF30 Customer (15 Jul 2015 to 18 May 2016)

IRN SMB00017

• (55)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Feb 2002)

IRN SJF00012

• (1470)CF21 Investment Adviser (8 Nov 2004 to 31 Dec 2005)