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/ About us

THE PROCESS

We have a highly disciplined yet distinctly personal approach to independent financial planning for doctors. Our process is precise, comprehensive and has your best interests at the core.

Introductory Meeting

Introductory Meeting

Your introductory meeting is an opportunity for you to find out more about Chase de Vere Medical; how we work, and how we can assist you. We don’t want to add stress to your schedule, so whether it’s at your home, place of work or our local office, our advisers will be flexible to your needs.

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Information Gathering

Information Gathering

Your adviser will begin to build a detailed picture of your financial circumstances. Depending on the complexity of your needs, this may take place during your introductory meeting or at a later date.

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Financial Analysis

Financial Analysis

Your Chase de Vere Medical adviser will then analyse the financial information you have provided, and compare the strengths and weaknesses of your financial situation with your needs and priorities. This may include analysis of your assets, liabilities and cash flow, insurance coverage, investments or tax strategies.

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Recommendations

Recommendations

Then come your bespoke recommendations; your adviser will present strategies to help you to achieve your financial goals, before talking you through the finer details and answering any questions which may arise.

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Implementations

Implementations

Only once you are completely satisfied with our recommendations will we begin to put your plan in motion. Throughout the implementation, your adviser and members of their support team will be on hand to help with any associated paperwork, queries you may have, and to keep you up to date with progress.

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Ongoing Review

Ongoing Review

Continued monitoring of your financial plan will ensure your goals are achieved, and that the strategies remain appropriate in relation to changes in your personal circumstances, legislation, financial markets and products. Ongoing service options are varied, and we’ll help you to decide what’s best for you.

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