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.

• Sarah Gail West

  IRN SGW00001

  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 31 Dec 2001)
• Sarah Louise Brearley

  IRN SLB01173

  • CF30 Customer (23 Apr 2012 to 12 Sep 2013)
• Sarah Louise Chard

  IRN SLF01040

  • CF30 Customer (30 Jan 2009 to 29 Jan 2010)
• Sarah Louise Kemble

  IRN SLK00010

  • CF30 Customer (1 Nov 2007 to 31 Aug 2016)
  • CF21 Investment Adviser (9 Jun 2006 to 9 Jun 2006)
• Sarah Louise Ryley

  IRN SLR01054

  • CF30 Customer (6 Jan 2014 to 19 Dec 2014)
• Sarah Standeven

  IRN SXS00067

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Nov 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2025)
  • CF30 Customer (3 Feb 2012 to 8 Dec 2019)
• Satnam Singh Sangha

  IRN SSS00032

  • CF30 Customer (1 Nov 2007 to 11 Nov 2016)
  • CF21 Investment Adviser (3 Nov 2005 to 31 Oct 2007)
• Satvinder Singh Chhina

  IRN SXC00252

  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (9 Jun 2006 to 31 Oct 2007)
• Scheherazade Feerick

  IRN SXF01264

  • CF30 Customer (29 Nov 2007 to 9 Jan 2009)
• Scott Clayson

  IRN SXC00031

  • CF30 Customer (25 Jul 2011 to 30 Nov 2012)

• 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.