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AWD Chase de Vere can help you achieve your present and future financial objectives.

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Call 0845 140 4014 or we can call you.

Services for Clients ...

One size doesn't fit all! You're an individual and you need a financial plan that meets your needs, whether it's advice on investment and tax management or planning school fees or retirement income.

Retirement Planning

Taking steps to ensure you achieve the retirement you want.

Savings & Investments Planning

Developing plans to build your wealth or create regular income.

Investment Valuation Service

See how your investment portfolio is performing.

Tax Efficient Planning

Using available reliefs to ensure tax doesn't become the biggest drain on your wealth.
Tax advice is not regulated by the Financial Services Authority.

Protection Planning

Safeguarding against uncertainty, to financially protect the things you care about.

Long Term Care Planning

Making provision ahead of, or at the point of need for long term care.

Mortgage Planning

Get a better deal on the biggest financial commitment you're ever likely to make.
Your home may be repossessed if you do not keep up repayments on your mortgage.

Services for Business ...

Services and products for corporate clients and business partners; from professional partnership options and specific advice to complete people solutions, including expertise in HR and Reward Consulting, Risk and Healthcare, and Pensions.

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