Professional Introducers
About Us
Backed by one of Europe's largest financial advice groups, which advises over 1.8 million private clients, we are recognised as experts in UK financial services. Our reputation for expertise, independence and service has been established over more than four decades and has resulted in a large number of industry awards.
Independence a must
We are committed to providing truly independent financial advice and defend this philosophy passionately. As we are not tied to one insurance, investment or mortgage company, we are able to survey the whole market in order that your adviser can find the most suitable arrangement for you and your clients. Other companies providing financial advice may be limited to offering products from a number of selected companies, or even a single company.
In reality the purpose of an independent financial adviser is to compare the whole market and effectively do the 'shopping around'. Why settle for less?
Expertise a given
As a prestigious organisation, we set ourselves the highest standards. All financial advisers are qualified to the standards required by our regulator, indeed, many surpass these standards, and furthering knowledge and pursuit of specialisations is actively encouraged. All advisers work within well-structured management and regulatory frameworks, and have available to them numerous operational and intellectual support services, developed to ensure the quality and consistency of advice.
National service delivered locally
We are a national organisation and pride ourselves on being able to deliver the capabilities you would expect from a large business, but at a local personalised level.
Strength that's at your service
As a member of one of Europe's largest financial advice groups, AWD Holding AG, we regularly negotiate with financial product and service providers, to secure better terms and even exclusive arrangements for our clients. We also believe, when trusting a company with your financial affairs, you and your clients need to be sure that company will be around in the long term to provide continuity of service. In the UK and across Europe, we can demonstrate a financial success and a stability not enjoyed by many of our peers.
Breadth of Services
The UK financial services market place is one of the most mature and varied in the world and it is abundant with sophisticated products for virtually any requirement. More and more, individuals and businesses alike need to utilise financial services, and while the amount of choice is advantageous, the associated complexity is driving demand for expert guidance.
With a broad range of advice services, AWD Chase de Vere is exceptionally well-placed to respond to the diverse needs of both private and corporate clients.
- Retirement Planning
- Protection
- Investments and Savings
- Estate Planning
- Trustee Advice
- Personal Injury Advice
- Employee Benefits Consultancy
Introduction