Informed by vast experience and a robust set of principles, Chase de Vere Medical will recommend and manage investments which work as hard for your money as you have.
A professionally planned and meticulously managed investment strategy will allow you to pay less tax, grow your wealth, save time, avoid costly mistakes, and ultimately, help you to achieve your financial goals.
Your specialist adviser will gain a thorough understanding of your goals 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.
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 such as Venture Capital Trusts.
