New discretionary investment management service

Find out more Find out more

Investment Services

Investment Services

Chase de Vere Medical will recommend and manage investments which work as hard for your money as you have, informed by our vast experience and robust principles.

Professionally planned investment strategies, ranging from individually tailored solutions through to our Select Portfolio Management Service, will allow you to pay less tax, grow your wealth, save time, avoid costly mistakes and ultimately help you to achieve your financial goals.

A ROBUST PROCESS & RIGOROUS PRINCIPLES

Whether it’s a bespoke solution or our Select Portfolio Management Service, your specialist adviser will gain a thorough understanding of your priorities and appetite for risk, before planning, implementing and continually monitoring your bespoke investment strategy. 

As a fully independent financial adviser, our sole responsibility is to you and your assets, and we therefore adhere to firm investment policies and beliefs governed by our Investment Committee.

INVESTMENTS WE ADVISE ON

Diverse and flexible, our Select Portfolio Management Service is the perfect choice for many doctors. The depth of our expertise, not just across investments but also in medical, enables us to advise on an extensive range of investment funds and products suited to your personal and professional circumstances. 

This includes the more familiar investment types such as ISAs, Pensions and Investment Bonds, as well as less conventional investments.  

Cropped shot of a medical professional working in a hospital
1 The only BMA endorsed independent financial adviser
2 Comprehensive financial planning for medical practitioners
3 The UK’s largest specialist adviser
4 We’ve advised over 12,000 BMA members

"We received excellent service. I would have no hesitation in recommending the service to anyone else."

News & Insights

View All