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.

• Martin Lewis Milsum

  IRN MLM01074

  • CF30 Customer (7 Dec 2007 to 1 Feb 2015)
• Martin Marcin Krawczyszyn

  IRN MMK01082

  • CF30 Customer (30 Jun 2015 to 26 Jul 2016)
• Martin Nigel Berry

  IRN MNB00001

  • CF30 Customer (1 Nov 2007 to 20 Nov 2007)
  • CF21 Investment Adviser (15 Mar 2005 to 31 Oct 2007)
• Martin Robert Edward Davies

  IRN MRD01070

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2026)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2026)
  • CF30 Customer (7 Jul 2008 to 8 Dec 2019)
• Martine Duffy

  IRN MXD01333

  • CF30 Customer (1 Nov 2007 to 4 Jan 2008)
  • CF21 Investment Adviser (26 Jan 2004 to 31 Oct 2007)
• Martyn Ellis

  IRN MXE00071

  • CF21 Investment Adviser (27 Jun 2005 to 15 Feb 2006)
• Martyn John Bailey

  IRN MJB00246

  • CF30 Customer (1 Nov 2007 to 13 Dec 2011)
  • CF21 Investment Adviser (16 Apr 2007 to 31 Oct 2007)
• Martyn Nicholas Laverick

  IRN MNL00001

  • CF29 Significant management (29 Sep 2008 to 28 Sep 2010)
  • CF1 Director (14 Aug 2008 to 28 Sep 2010)
• Mary Glesni Bradford

  IRN MGB01128

  • [FCA CF] Manager of certification employee (since 9 Jul 2025)
• Maryam Fawziyah Butt

  IRN MXB00487

  • [FCA CF] Functions requiring qualifications (9 Mar 2020 to 31 Oct 2024)
  • [FCA CF] Client dealing (9 Mar 2020 to 31 Oct 2024)

• Ross Avis (no longer appointed)

  FRN 442309 · Appointed 12 Aug 2010 · Until 17 Nov 2010

• Joe McGuire (no longer appointed)

  FRN 528541 · Appointed 26 Jul 2010 · Until 20 Feb 2023

• IMeche Services Limited (no longer appointed)

  FRN 535506 · Appointed 8 Jul 2010 · Until 6 Sep 2022

• PROTECT AND INVEST LIMITED (no longer appointed)

  FRN 433227 · Appointed 8 Jul 2010 · Until 26 Oct 2022

• Sue Millard (no longer appointed)

  FRN 527246 · Appointed 8 Jul 2010 · Until 3 Feb 2017

• Simon Ratcliffe (no longer appointed)

  FRN 521147 · Appointed 25 Mar 2010 · Until 3 Feb 2017

• Chantries Independent Estate Agents (no longer appointed)

  FRN 520878 · Appointed 22 Mar 2010 · Until 3 Feb 2017

• Compass Property Managements Ltd (no longer appointed)

  FRN 519386 · Appointed 5 Mar 2010 · Until 3 Feb 2017

• Harrison Drury Solicitors LLP (no longer appointed)

  FRN 518200 · Appointed 18 Feb 2010 · Until 3 Feb 2017

• Buckles Solicitors LLP (no longer appointed)

  FRN 517646 · Appointed 10 Feb 2010 · Until 3 Feb 2017

No changes recorded yet.