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 TXL01103

• (224)CF30 Customer (1 Nov 2007 to 30 Sep 2009)
• (225)CF21 Investment Adviser (9 Jun 2006 to 9 Jun 2006)

IRN TRB00008

• (379)CF30 Customer (1 Nov 2007 to 31 Jul 2017)
• (380)CF21 Investment Adviser (1 Nov 2006 to 31 Oct 2007)

IRN TXW00171

• (867)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (868)4. Giving personal recommendations on retail investment products which are not broker funds
• (869)[FCA CF] Client dealing (since 7 May 2024)
• (870)[FCA CF] Functions requiring qualifications (since 7 May 2024)

IRN TAF01033

• (1249)CF30 Customer (16 Jul 2015 to 26 Apr 2016)

IRN TCU01000

• (1258)[FCA CF] Client dealing (9 Dec 2019 to 22 Apr 2022)
• (1259)[FCA CF] Manager of certification employee (9 Dec 2019 to 22 Apr 2022)
• (1260)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Apr 2022)
• (1257)CF30 Customer (12 Jan 2017 to 8 Dec 2019)

IRN TWC01038

• (447)CF30 Customer (22 Apr 2008 to 29 Apr 2011)

IRN UBM01000

• (122)CF2 Non Executive Director (16 Mar 2007 to 3 Apr 2007)

IRN VWT01001

• (1495)CF30 Customer (23 Apr 2012 to 27 Sep 2013)

IRN VLM01019

• (133)4. Giving personal recommendations on retail investment products which are not broker funds
• (132)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (135)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (134)[FCA CF] Client dealing (since 9 Dec 2019)
• (501)CF30 Customer (1 Jan 2016 to 8 Dec 2019)

IRN VLM00005

• (219)4. Giving personal recommendations on retail investment products which are not broker funds
• (218)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (221)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• (220)[FCA CF] Client dealing (since 9 Dec 2019)
• (569)CF30 Customer (22 Mar 2012 to 8 Dec 2019)