Financial Advice and Services

/ Our Partnerships


With Chase de Vere Medical, you can be sure the BMA financial advice and guidance you receive is independent, expert, and tailored to your profession.


By working together with our partner, the BMA, to offer financial advice we stand a far better chance than alone of helping medical professionals throughout the UK take well-informed and confident decisions about their personal finances, and making a positive difference to the welfare of doctors’ and their families.

Pensions are a complex matter, but navigating the rules effectively with specialist BMA financial advice will allow you to retire well. Our expertise stretches beyond the NHS Pension Scheme, offering independent, specialist advice which empowers you to choose the right path.

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Retiring well means something different to every one of our clients. That’s why at Chase de Vere Medical we provide tailored, specialist and independent retirement financial advice which goes beyond the complexities of the NHS Pension Scheme.

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From ISAs, pensions and bonds, to more discrete investment types, Chase de Vere Medical align a bespoke investment strategy to your long term financial objectives. Learn more about our principles and approach to investments today.

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More people have pet insurance than income protection, yet it’s crucial to have a plan in place should you be left unable to work due to injury or illness to ensure life’s essentials are paid for. Find out more about the specialist BMA financial protection advice you can receive.

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Expert, specialist BMA financial advice will ensure your wealth is preserved for yourself and passed on to your beneficiaries in the most inheritance tax-efficient way possible. Learn how we can help.

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Working with our BMA partner, Chase de Vere Medical delivers the best possible mortgage advice for you.

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