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.

• Frances June Afonso

  IRN FJA00006

  • CF22 Investment Adviser (Trainee) (5 Jul 2006 to 30 Oct 2006)
• Frances Whittingham

  IRN FSW00001

  • CF30 Customer (16 Sep 2013 to 26 Nov 2014)
  • CF21 Investment Adviser (16 Dec 2004 to 30 Sep 2005)
• Francesca Patricia Maria Webb

  IRN FXW47474

  • [FCA CF] Manager of certification employee (9 Aug 2022 to 2 Jan 2023)
• Francesco Giuseppe Vernava

  IRN FXV00025

  • 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 4 Aug 2023)
  • [FCA CF] Functions requiring qualifications (since 4 Aug 2023)
• Francis Leslie Paul Ireland

  IRN FLI01000

  • CF21 Investment Adviser (3 Nov 2006 to 12 Jun 2007)
• Frank Durkin

  IRN FXD01334

  • 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 (10 Oct 2016 to 8 Dec 2019)
• Friedemann Andreas Hermann Derndinger

  IRN FAD01009

  • CF2 Non Executive Director (2 Apr 2002 to 11 Sep 2006)
• Furzanah Ahmed Mann

  IRN FAM01054

  • CF30 Customer (16 Nov 2015 to 27 Jul 2016)
• Gabriel Marie Joseph Crayford

  IRN GMC00003

  • CF4 Partner (AR) (3 Dec 2008 to 31 Dec 2013)
  • CF30 Customer (1 Nov 2007 to 31 Dec 2013)
  • CF21 Investment Adviser (1 Oct 2002 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (1 Oct 2002 to 31 Oct 2007)
• Gail Cameron Price

  IRN GCT01029

  • 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)
  • Appointed representative dealing with clients for which they require qualification (since 2 Nov 2021)
  • CF30 Customer (since 6 Oct 2021)

• 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.