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.
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.
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.
