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.

• Norma Carole Field

  IRN NCF00004

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Nubreet Kaur Sandhu

  IRN NKS01028

  • CF30 Customer (1 Jan 2009 to 18 Sep 2009)
• Olabode Ayansola Scott Olarewoju Sunday Ayanwuyi

  IRN OAA00018

  • CF30 Customer (29 Jul 2010 to 4 Mar 2011)
• Oliver Hyatt

  IRN OXH00093

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 25 Jun 2024)
  • [FCA CF] Client dealing (since 25 Jun 2024)
• Oliver Miles Orchant

  IRN OXO00171

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 3 Nov 2025)
  • [FCA CF] Client dealing (since 3 Nov 2025)
• Oliver Owen Thomas

  IRN OOT01002

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (19 Oct 2017 to 8 Dec 2019)
• Oliver Sills

  IRN OXS00059

  • [FCA CF] Manager of certification employee (since 11 Jun 2021)
  • SMF18 Other Overall Responsibility (21 Jul 2023 to 6 Jan 2025)
  • [FCA CF] Functions requiring qualifications (11 Jun 2021 to 31 Jul 2022)
• Owen Foulkes

  IRN OXF01050

  • CF30 Customer (23 Apr 2012 to 7 Aug 2015)
• Owen Tudor Griffiths

  IRN OTG00001

  • CF21 Investment Adviser (1 Mar 2004 to 30 Apr 2006)
• Pamela Kim Dobbie

  IRN PKL00002

  • CF30 Customer (17 Feb 2010 to 28 Sep 2018)

• IMC Consulting Group Limited (no longer appointed)

  FRN 547719 · Appointed 19 Apr 2011 · Until 3 Feb 2017

• Page Tax Consulting LLP (no longer appointed)

  FRN 544252 · Appointed 25 Mar 2011 · Until 20 Feb 2023

• Antonio Stewart (no longer appointed)

  FRN 537727 · Appointed 15 Dec 2010 · Until 3 Feb 2017

• Turner Hampton Ltd (no longer appointed)

  FRN 536138 · Appointed 18 Nov 2010 · Until 3 Feb 2017

• Exla Ltd (no longer appointed)

  FRN 534903 · Appointed 3 Nov 2010 · Until 3 Feb 2017

• New Horizons Business Management Limited (no longer appointed)

  FRN 533467 · Appointed 13 Oct 2010 · Until 18 Jan 2017

• Peter Howard-Jones Limited (no longer appointed)

  FRN 505451 · Appointed 6 Oct 2010 · Until 3 Feb 2017

• David Leigh (no longer appointed)

  FRN 530914 · Appointed 1 Sep 2010 · Until 3 Feb 2017

• Harris Lipman LLP (no longer appointed)

  FRN 530019 · Appointed 19 Aug 2010 · Until 3 Feb 2017

• Malcolm Watson Associates Limited (no longer appointed)

  FRN 529691 · Appointed 13 Aug 2010 · Until 22 Jun 2011

No changes recorded yet.