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Chase de Vere Medical
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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

Discretionary Portfolio Management

The Select Portfolio Management Service is a range of twelve discretionary managed investment portfolios designed to suit a variety of investment objectives and risk tolerances.

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For your client

WHY CHASE DE VERE MEDICAL?

We’re independent financial advisers with extensive experience tailored to your profession, not sales people. Once we truly understand your needs and goals, we’ll take a holistic approach to provide expert financial planning.

1 Comprehensive financial planning for medical practitioners
2 The UK’s largest specialist adviser
3 We’ve advised over 14,000 medical professionals

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

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Investment Services

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Investment Services

News & Insights

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10 December 2020

Why financial advice has never been so valuable

The £38,000 pay-out secured for a…

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19 November 2020

Pension options for doctors leaving the NHS

If you’re considering leaving the NHS,…

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14 October 2020

Market update: a quieter quarter

The third quarter of 2020 saw…

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Disclaimer:

Investments can go up and down in value, so you could get back less than you put in.
The Financial Conduct Authority does not regulate cash flow planning, tax or estate planning.

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