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 VMA01000

• (965)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
• (966)4. Giving personal recommendations on retail investment products which are not broker funds
• (967)CF30 Customer (since 11 Dec 2023)
• (968)Appointed representative dealing with clients for which they require qualification (since 21 Nov 2023)

IRN VKS00001

• (249)CF21 Investment Adviser (18 Jul 2002 to 10 Feb 2006)
• (248)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Jul 2002)

IRN VAB00009

• (982)CF21 Investment Adviser (1 Dec 2001 to 29 Mar 2007)

IRN VLH00001

• (1475)SMF18 Other Overall Responsibility (16 Apr 2020 to 1 Mar 2022)
• (1476)CF30 Customer (11 Jul 2008 to 30 Apr 2015)

IRN WAB01055

• (641)[FCA CF] Manager of certification employee (16 Nov 2022 to 2 Jun 2025)

IRN WDV01002

• (535)CF30 Customer (21 Feb 2013 to 31 Dec 2013)

IRN WJD01025

• (959)CF30 Customer (9 Aug 2016 to 12 Jan 2018)

IRN WJD00010

• (1013)CF30 Customer (12 Aug 2013 to 29 May 2015)

IRN WSH01022

• (1335)CF30 Customer (9 Sep 2009 to 7 Apr 2010)

IRN WAM01069

• (1433)CF30 Customer (4 Dec 2008 to 20 Aug 2010)