Chase de Vere Independent Financial Advisers limited

• Principal Place of Business

  60 New Broad Street

  -

  London

  EC2M 1JJ

  UNITED KINGDOM

  Phone

  +442070651700

  Web

  http://www.chasedevere.co.uk

• Complaints Contact

  Chase De Vere I F A Group plc

  8 Exchange Quay

  Salford

  M5 3EJ

  UNITED KINGDOM

  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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• 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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• 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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• 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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• 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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Debt Advice

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• 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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• 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

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Paul John Deeley

  IRN PJD00005

  • CF30 Customer (24 May 2010 to 30 Jun 2011)
• Paul John Downham

  IRN PJD01228

  • CF30 Customer (13 Jun 2011 to 3 Nov 2011)
• Paul John Wiltshire

  IRN PJW01276

  • CF30 Customer (1 Nov 2007 to 28 Nov 2008)
  • CF22 Investment Adviser (Trainee) (31 Aug 2007 to 31 Oct 2007)
• Paul Matthew Wells

  IRN PMW00033

  • CF21 Investment Adviser (13 May 2004 to 21 Oct 2004)
• Paul McGreevy

  IRN PXM00107

  • CF30 Customer (1 Aug 2013 to 28 Aug 2015)
• Paul Michael Oldfield

  IRN PXO82176

  • [FCA CF] Client dealing (26 May 2022 to 27 May 2022)
  • [FCA CF] Manager of certification employee (26 May 2022 to 30 Nov 2023)
  • [FCA CF] Functions requiring qualifications (26 May 2022 to 27 May 2022)
• Paul Mullen

  IRN PXM00035

  • CF30 Customer (15 Dec 2016 to 2 Feb 2018)
• Paul Nicholas Miller

  IRN PNM00011

  • CF30 Customer (9 Jan 2012 to 13 Jun 2014)
• Paul Pascal Di Mucci

  IRN PPD00006

  • [FCA CF] Client dealing (14 Aug 2020 to 31 Jul 2022)
  • [FCA CF] Functions requiring qualifications (14 Aug 2020 to 31 Jul 2022)
  • [FCA CF] Manager of certification employee (14 Aug 2020 to 12 Jun 2023)
• Paul Phillip Bennett

  IRN PPB01021

  • CF30 Customer (1 Nov 2007 to 30 Jul 2013)
  • CF21 Investment Adviser (31 Jul 2006 to 31 Oct 2007)

• Mike O'Byrne (no longer appointed)

  FRN 604777 · Appointed 23 Jul 2013 · Until 3 Feb 2017

• PAD Residential (no longer appointed)

  FRN 604480 · Appointed 15 Jul 2013 · Until 3 Feb 2017

• Storrar Cowdry Solicitors (no longer appointed)

  FRN 604495 · Appointed 15 Jul 2013 · Until 3 Feb 2017

• KEEBLES LLP (no longer appointed)

  FRN 596757 · Appointed 4 Mar 2013 · Until 20 Feb 2023

• SavingsChampion.co.uk Limited (no longer appointed)

  FRN 595620 · Appointed 7 Feb 2013 · Until 3 Feb 2017

• KTS Owens Thomas Wealth Management Ltd (no longer appointed)

  FRN 490513 · Appointed 12 Sep 2012 · Until 25 Nov 2020

• HUW J Edmund Chartered Accounts Limited (no longer appointed)

  FRN 586428 · Appointed 15 Aug 2012 · Until 20 Feb 2023

• PayingForCare Limited (no longer appointed)

  FRN 577309 · Appointed 30 Jul 2012 · Until 1 Nov 2012

• Haines Watts of Skegness (no longer appointed)

  FRN 584366 · Appointed 9 Jul 2012 · Until 20 Feb 2023

• Taylor Rose (no longer appointed)

  FRN 582491 · Appointed 7 Jun 2012 · Until 3 Feb 2017

No changes recorded yet.