Private Sector Banks, Savings Banks, Financial Consultants, Investment Banks

Chase de Vere

Chase de Vere is a financial services company based in Bassingfield, England. They specialize in providing expert advice and guidance to clients in areas such as investment banking, private sector banking, savings banks, and financial consulting. With a focus on delivering high-quality financial services, Chase de Vere is committed to helping clients achieve their financial goals and objectives.

Introduction to Chase de Vere

Chase de Vere is a financial consulting company with a rich history dating back to 1969. The company was established with the aim of providing independent financial advice to its clients. Chase de Vere is unique in the sense that it has been able to maintain its independence and offer impartial advice to its clients without any bias towards investment banks, private sector banks or savings banks.

Services & products

Chase de Vere offers a range of financial services including investment advice, pension planning, and inheritance tax planning. The company prides itself on providing unbiased advice to its clients and ensuring that their financial goals are met.

Location

Chase de Vere is located in Renaissance House, in the heart of Basingstoke's business district. The area is home to a variety of businesses including financial institutions, law firms, and technology companies. Clients can expect to experience a professional and business-oriented environment when visiting Chase de Vere. The closest public transportation options are Basingstoke Train Station (0.8 miles), Basingstoke Bus Station (0.5 miles), and Basingstoke Leisure Park Bus Stop (0.1 miles).

Benefits

Clients should choose Chase de Vere because of its commitment to providing impartial financial advice. The company is not tied to any particular financial institutions and is focused on helping clients achieve their financial goals. The team of financial consultants is highly knowledgeable and experienced, ensuring that clients receive the best possible advice.

Good to know

Clients should be aware that Chase de Vere is focused on providing long-term financial planning and advice. The company does not offer short-term solutions or quick fixes. Instead, the team of financial consultants works with clients to develop a comprehensive financial plan that will help them achieve their long-term financial goals.

Reviews

Customers have praised Chase de Vere for its knowledgeable and professional team of financial consultants. Clients appreciate the company's commitment to providing impartial advice and helping them achieve their long-term financial goals. Overall, customers recommend Chase de Vere for its high-quality financial services.

Amenities

financial advisory
investment management
wealth management
retirement planning
insurance services
financial planning

FAQ

What measures do you have in place to protect customer information and prevent fraud?

We have strict security protocols in place to safeguard customer information and prevent fraud, including encryption, firewalls, and regular monitoring of our systems. Our staff is also trained on security procedures and we regularly update our technology to stay ahead of potential threats.

How do you ensure confidentiality and security of clients' financial information?

We take the confidentiality and security of our clients' financial information very seriously. We have robust security measures in place, including secure data storage, encryption, and restricted access to sensitive information. Our staff is also trained on confidentiality procedures and we regularly review and update our security protocols.

Can I access my account online or through a mobile app?

Yes, we offer online and mobile access to your account for your convenience. You can log in to our secure portal or download our mobile app to view your account information, transactions, and statements.

Can you provide references or case studies of your past clients?

We value the privacy of our clients and do not disclose their information without their permission. However, we have a strong track record of providing excellent financial services and have many satisfied clients who have provided positive feedback and referrals.

How will you tailor your services to meet my specific financial goals and needs?

We take a personalized approach to financial services and work closely with each client to understand their unique goals and needs. We offer a range of services, including investment advice, financial planning, and retirement planning, and will work with you to develop a customized plan that meets your specific objectives.