Chase de Vere Independent Financial Advisers limited

Date authorised
1 April 2013
Companies House
02090838
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Duncan Robert Watson

    IRN DRW01128

    • CF30 Customer (19 Nov 2007 to 31 Mar 2010)
  • Dylan Jones

    IRN DXJ00012

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2003)
  • Eamonn Gallagher

    IRN EXG00010

    • CF30 Customer (1 Nov 2007 to 5 Apr 2012)
    • CF21 Investment Adviser (20 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Sep 2006 to 20 Oct 2006)
  • Edmund Clark

    IRN EXC00015

    • CF21 Investment Adviser (16 Jun 2004 to 7 Jun 2005)
  • Edmund Wiffen

    IRN EXW01189

    • CF30 Customer (2 Sep 2013 to 4 Apr 2014)
  • Edward Dyson Holmes

    IRN EDH01016

    • CF30 Customer (1 Nov 2007 to 2 Jan 2009)
    • CF22 Investment Adviser (Trainee) (16 Mar 2007 to 31 Oct 2007)
  • Edward Gerard Collins

    IRN EGC01017

    • CF30 Customer (1 Nov 2007 to 31 Dec 2010)
    • CF22 Investment Adviser (Trainee) (17 Apr 2007 to 31 Oct 2007)
  • Edward John Greer Grierson

    IRN EJG01019

    • CF21 Investment Adviser (17 Aug 2002 to 30 Nov 2006)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Aug 2002)
  • Edward John Harold Archer

    IRN EJA00008

    • CF30 Customer (1 Nov 2007 to 12 Jan 2009)
    • CF21 Investment Adviser (16 Jan 2006 to 31 Oct 2007)
  • Edyta Agnieszka Adamska

    IRN EAA01034

    • CF30 Customer (21 Dec 2007 to 23 Mar 2010)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.