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9 May 2024 | |
Written by Grant Cartwright | |
General |
Grant Cartwright |
With all the demands on our clients' time and ever-changing complex financial products and regulations, professional advice is crucial. But since January 2013, there have been two distinct forms of advice – restricted and independent. Many financial advisers, as well as those found within banks and building societies, are restricted – in either the type of advice they can give or the range of products they can recommend. At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result.
The freedom to advise objectively
• True independence is a virtue: a virtue that allows freedom of thought and real objectivity.
• We are free to create financial plans that are totally unconstrained by any obligation – other than to you, our client.
• From investment management and estate planning, to employee benefits and business advice, we offer solutions that are drawn from the whole market.
• We give each solution careful consideration and only then recommend one that is right for you and your situation.
About us
• We are one of the country's leading independent financial advisers.
• We offer national coverage with over 200 independent financial advisers – expertly supported by 250 technical and office based specialists.
• Our advisers are encouraged to attain the highest levels of industry qualification and pursue advisory specialisms.
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