Our partners: AWD Chase de Vere
AWD Chase de Vere is one of the largest and most widely-respected firms of independent financial advisers in the UK. Their reputation for expertise, independence and service has been established over four decades and has resulted in a large number of industry awards, including Money Marketing's IFA of the Year 2007.
Independence a must
AWD Chase de Vere is committed to providing truly independent financial advice and defends this philosophy passionately. Their independence means that they have access to the whole of the marketplace, which they believe is the only route to appropriate advice. Their only allegiance is to the client, not to a product provider and as such, they will only ever act in the best interests of their clients, providing solutions because they are the most appropriate, not because they are the only solutions its advisers are able to offer.
Expertise a given
As a prestigious organisation, AWD Chase de Vere sets itself the highest standards. All financial advisers are qualified to the standards required by the regulator, indeed, many surpass these standards, and furthering knowledge and pursuit of specialisations is actively encouraged. All advisers work within well-structured management and regulatory frameworks, and have available to them numerous operational and intellectual support services, developed to ensure the quality and consistency of advice.
Strength that's at your service
As a UK market leader and member of Europe's largest independent financial services group, AWD Holding AG, AWD Chase de Vere’s stature is used to benefit clients, and the firm regularly negotiates with financial product and service providers to secure better terms and even exclusive arrangements. They also believe, when trusting a company with your financial affairs, you need to be sure that company will be around in the long term to provide continuity of service.
Breadth of services
The UK financial services marketplace is one of the most mature and varied in the world and it has an abundance of sophisticated products for virtually any requirement. More and more, individuals and businesses alike need to utilise financial services, and while the amount of choice is advantageous, the associated complexity is driving demand for expert guidance. With a broad range of advice services, AWD Chase de Vere is exceptionally well-placed to respond to your diverse needs.
How they Work
For clients of Harris Lipman, AWD Chase de Vere are happy to offer an initial consultation at no cost and no obligation.
The initial consultation provides an opportunity to assess your current and future financial requirements and goals. They may than agree to undertake a review of your existing arrangements – an independent second opinion. If, following analysis, these arrangements continue to be effective in meeting your objectives, they will confirm this. If, however, they do identify areas of potential improvement – perhaps in terms of cost, tax-efficiency or performance, for example – they will advise you accordingly.
How you are charged
AWD Chase de Vere offers a fixed cost charging structure. Following the initial meeting they will agree with you the services that they will provide and confirm the cost of the work to be undertaken. You may opt to pay for the cost of the advice from the assets under review or from cash, or a combination.
Services for Individuals - http://www.awdchasedevere.co.uk/clients/index.html
Services for Business Owners - http://www.awdchasedevere.co.uk/business/index.html