In this confusing, crowded and
dynamic marketplace, AWD
Chase de Vere Wealth Management
is a beacon of clarity. Completely
independent of any product
provider, we have the expert
knowledge to bring together
those products and services
which exactly match your
lifestyle needs now
and in the future.

We do not offer standard solutions, because each client is an individual with individual goals. Some will need advice on investment and tax management, while others, at different stages of life may need help in planning school fees or retirement income. And being truly independent, we are not restricted to the solutions we recommend, and can draw from a comprehensive range of financial products and services.

The advice we give is delivered through personal and long term client relationships. So as your needs and goals change with time, you can be confident that we will be there to review and adapt your individual strategy to ensure your continuing financial security and economic freedom.

We aim to offer a holistic range of financial solutions aligned precisely with the needs of our clients.

As the first stage of financial planning, we offer advice on the spectrum of protection solutions available in today's complex marketplace. This encompasses all personal and family protection plus more intricate business protection matters.

Term Assurance
Whole of Life
Death in Service
Critical Illness
Long Term Care
Permanent Health
Private Medical

Our services range from the selection, implementation and ongoing review of pension arrangements through to the options available upon retirement, we ensure that our clients have the pension arrangement to suit their current situation and their future aspirations.

Personal Pensions
Stakeholder Pensions
Occupational Schemes
Group Personal Pensions
Self Invested Personal Pensions (SIPP)
Small Self Administered Schemes (SSAS)
Retirement Income Options
Pensions and divorce

Whether this is for the purpose of financing education, supplementing retirement income or for life's luxuries, we draw on our expertise to recommend the most suitable strategy.

Investment Bonds
Structured Products
Mutual Funds
With Profits Funds
Tax Offset Schemes
Offshore Investments

For those with estates exceeding £312,000 there is a potential liability for an inheritance tax charge at 40% on the excess. Since it was established, AWD Chase de Vere has helped clients create strategies to reduce the impact of this tax, ensuring that as much of their estate as possible passes to their loved ones, and not the taxman.