Independent Advisory Chase de Vere positions itself as a leading independent financial adviser with access to the whole market. This creates a sales opportunity to offer complementary open-architecture solutions, especially in areas where clients seek unbiased product research and personalized financial planning.

Growth & Scale With 501-1000 employees and over 200 independent advisers plus 250 technical/back-office specialists, the firm has substantial capacity for cross-selling services such as enhanced estate planning, employee benefits consulting, and family office style solutions to mid-market clients.

Digital & Analytics Adoption of tools like Power BI, Microsoft 365 Copilot, SharePoint, and iCIMS indicates data-driven operations and modern onboarding. This suggests opportunities to offer client data analytics, onboarding automation, and enhanced client portals to improve efficiency and client experience.

Recent Awards & Partnerships Awards for pension and group risk advisory and a new cash management service launch signal a culture of innovation and recognized expertise. Leverage this credibility to upsell advanced risk protections, retirement planning, and cash management solutions to existing clients and affinity partners.

Strategic Ventures Upcoming charity partnership and expanded office projects (e.g., Glasgow fit-out) indicate ongoing regional expansion and community engagement. Target expansion-focused firms and regional SMBs that value independent, comprehensive financial planning and can benefit from scalable advisory and cash management services.