Insights

Comprehensive Financial Solutions Chase de Vere offers a wide range of independent financial advisory services including investment management, estate planning, employee benefits, and business advice. This breadth presents opportunities to cross-sell tailored financial products and specialized advisory services to existing clients seeking holistic financial planning.

Recognition and Industry Leadership The company has received recent accolades such as Best Pension Adviser and Best Group Risk Adviser awards, as well as finalist positions for vulnerable client care. These awards enhance credibility and can facilitate introductions to high-net-worth individuals and corporate clients valuing top-tier financial advisory expertise.

Digital Engagement and Partnerships With an active online presence, multiple recent launches like the Cash Management Service and Focussed Advice Service, and collaborations such as the partnership with The Joy Club, Chase de Vere demonstrates a commitment to innovative, accessible services. This opens avenues to pitch complementary digital solutions or premium service upgrades to enhance client engagement.

Market Position and Growth Potential As one of the leading independent financial advisory firms in the UK with substantial revenue and regional coverage, Chase de Vere presents an opportunity to offer advanced financial technologies, compliance solutions, or staff development services aimed at supporting its expanding regional and service scope.

Client Focus on Vulnerable and Niche Markets The company's recognition for vulnerable client care and the launch of specialized plans like the Menopause Plan indicates a focus on underserved or niche client segments. This focus suggests potential sales avenues in tailored financial products, health-related financial planning solutions, or broader wellness and financial integration tools.

Similar companies to AWD Chase de Vere

AWD Chase de Vere Tech Stack

AWD Chase de Vere uses 8 technology products and services including Linkedin Insight Tag, WordPress, AOS, and more. Explore AWD Chase de Vere's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • WordPress
    Content Management System
  • AOS
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Trustpilot
    Online Review Management
  • Google Analytics
    Web Analytics
  • Formidable Forms
    Web Platform Extensions

Media & News

AWD Chase de Vere's Email Address Formats

AWD Chase de Vere uses at least 1 format(s):
AWD Chase de Vere Email FormatsExamplePercentage
First.Last@chasedevere.co.ukJohn.Doe@chasedevere.co.uk
88%
FLast@chasedevere.co.ukJDoe@chasedevere.co.uk
9%
Last@chasedevere.co.ukDoe@chasedevere.co.uk
1%
First.Middle@chasedevere.co.ukJohn.Michael@chasedevere.co.uk
2%

Frequently Asked Questions

Where is AWD Chase de Vere's headquarters located?

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AWD Chase de Vere's main headquarters is located at 60 New Broad Street London, England ec2m 1jj United Kingdom. The company has employees across 3 continents, including EuropeNorth AmericaSouth America.

What is AWD Chase de Vere's phone number?

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You can contact AWD Chase de Vere's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AWD Chase de Vere's official website and social media links?

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AWD Chase de Vere's official website is chasedevere.co.uk and has social profiles on LinkedIn.

What is AWD Chase de Vere's SIC code NAICS code?

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AWD Chase de Vere's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does AWD Chase de Vere have currently?

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As of May 2026, AWD Chase de Vere has approximately 597 employees across 3 continents, including EuropeNorth AmericaSouth America. Key team members include Chief Executive Officer: K. G.Head Of Human Resources: Z. C. -. M. C. F.Head Of Portfolio Management: B. W.. Explore AWD Chase de Vere's employee directory with LeadIQ.

What industry does AWD Chase de Vere belong to?

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AWD Chase de Vere operates in the Financial Services industry.

What technology does AWD Chase de Vere use?

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AWD Chase de Vere's tech stack includes Linkedin Insight TagWordPressAOSjQuery MigratejQueryTrustpilotGoogle AnalyticsFormidable Forms.

What is AWD Chase de Vere's email format?

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AWD Chase de Vere's email format typically follows the pattern of First.Last@chasedevere.co.uk. Find more AWD Chase de Vere email formats with LeadIQ.

When was AWD Chase de Vere founded?

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AWD Chase de Vere was founded in 1969.

AWD Chase de Vere

Financial ServicesEngland, United Kingdom501-1000 Employees

At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result.

The freedom to advise objectively

• We are free to create financial plans that are totally unconstrained by any obligation – other than to our clients

• From investment management and estate planning, to employee benefits and business advice, we offer solutions that are drawn from the whole market

• We give each solution careful consideration and only then recommend one that is right for you and your situation

• We are a team, but we think and act independently. This helps us give a more considered, creative and
sometimes non-obvious solution.

About us

• We are one of the country’s leading independent financial advisers

• We offer wide national coverage with regional offices and over 200 independent financial advisers and about 250 technical and back-office specialists

• Our advisers are encouraged to attain the highest levels of industry qualification and pursue advisory specialisms.

Section iconCompany Overview

Headquarters
60 New Broad Street London, England ec2m 1jj United Kingdom
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
501-1000

Section iconFunding & Financials

  • $100M$250M

    AWD Chase de Vere's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    AWD Chase de Vere's revenue is estimated to be in the range of $100M$250M

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