UK Independent. Sourced. Primary. · Est. 2024

Chase De Vere Independent Financial Advisers Limited | IFA Financial Advisers | London | Est. 1987

Chase De Vere Independent Financial Advisers Limited is a ifa financial advisers registered in London, established 1987. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Chase De Vere Independent Financial Advisers Limited

IFA Financial Advisers UNCLAIMED LISTING

Chase De Vere Independent Financial Advisers Limited

IFA Financial Advisers · London · Est. 1987

39 years
Active Trading
Active
CH Status
02090838
Company No
2025
Accounts to

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Company Registration Details

Registered company nameChase De Vere Independent Financial Advisers Limited
Companies House number02090838 →
Company typePrivate Limited Company (Ltd)
Registered address60 New Broad Street, EC2M 1JJ
City / RegionLondon
Date incorporated1987
Years trading39 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim this listing →

About Chase De Vere Independent Financial Advisers Limited

Established in 1987, Chase De Vere Independent Financial Advisers Limited has over 39 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Charging structures vary, but all must be disclosed and agreed before advice is given.

Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.

Fee structures differ by firm; all must be set out in the firm's disclosure documents before engagement.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
How much does independent financial advice cost?
Costs vary with complexity: an initial piece such as a pension review sits in the hundreds-to-thousands range, and ongoing management typically charges 0.5% to 1% of assets each year, disclosed and agreed upfront.
Do I need an IFA or can I manage my investments myself?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
What qualifications should an IFA have?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
What happens if I receive bad financial advice from an IFA?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Chase De Vere Independent Financial Advisers Limited or any firm listed. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

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