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.

• Aaron Jassi

  IRN AXJ00367

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 26 Oct 2022)
• Aaron White

  IRN AXW00034

  • CF30 Customer (21 Jan 2016 to 17 Nov 2017)
• Adam Deacon

  IRN ACD01136

  • CF30 Customer (20 Aug 2015 to 11 Aug 2016)
• Adam James Kittredge

  IRN AJK00030

  • CF30 Customer (1 Nov 2007 to 17 Apr 2008)
  • CF21 Investment Adviser (26 Sep 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (7 Mar 2007 to 27 Sep 2007)
• Adam John Kemp

  IRN AJK01184

  • CF30 Customer (23 Apr 2012 to 23 Nov 2012)
• Adam Lee Greaves

  IRN ALG00002

  • CF22 Investment Adviser (Trainee) (15 Jul 2002 to 15 Jul 2002)
  • CF21 Investment Adviser (15 Jul 2002 to 18 Jun 2007)
• Adam Preston

  IRN AXP00593

  • 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] Client dealing (since 15 Jul 2024)
  • [FCA CF] Functions requiring qualifications (since 15 Jul 2024)
• Adam Robert Carson

  IRN AXC21071

  • CF30 Customer (8 Oct 2019 to 8 Dec 2019)
• Adam Sullivan

  IRN AXS00085

  • CF30 Customer (9 Mar 2016 to 9 Nov 2016)
• Adrian Geoffrey Cavill

  IRN AXC01485

  • CF30 Customer (1 Nov 2007 to 31 Oct 2008)
  • CF21 Investment Adviser (2 Nov 2004 to 31 Oct 2007)

• Straughans Chartered Accountants Limited (no longer appointed)

  FRN 503516 · Appointed 10 Jul 2009 · Until 3 Feb 2017

• JTWB Financial Services Ltd (no longer appointed)

  FRN 501632 · Appointed 27 May 2009 · Until 3 Feb 2017

• Maurice Lake & Co Ltd (no longer appointed)

  FRN 501360 · Appointed 20 May 2009 · Until 3 Feb 2017

• Clive Deacon (no longer appointed)

  FRN 498778 · Appointed 2 Apr 2009 · Until 3 Feb 2017

• Michael S Ramsey Ltd (no longer appointed)

  FRN 498777 · Appointed 2 Apr 2009 · Until 20 Feb 2023

• Khan & Morris (no longer appointed)

  FRN 498570 · Appointed 30 Mar 2009 · Until 3 Feb 2017

• Allen Elliott (no longer appointed)

  FRN 498290 · Appointed 23 Mar 2009 · Until 3 Feb 2017

• Hughes Marketing (no longer appointed)

  FRN 497902 · Appointed 17 Mar 2009 · Until 3 Feb 2017

• Beech & Co (no longer appointed)

  FRN 497903 · Appointed 17 Mar 2009 · Until 3 Feb 2017

• Gary Franklin (no longer appointed)

  FRN 497914 · Appointed 17 Mar 2009 · Until 6 Sep 2022

No changes recorded yet.