Since 1969 we have been
committed to developing
long-term working relationships
with accountacy practices and
law firms, providing a
complementary independent
financial advice service to
their private and
corporate clients.


Our individual approach makes AWD
Chase de Vere an ideal partner for
practices seeking to deepen client
relationships and enhance their financial
service offerings. In forming a partnership
with you, we can add value to your
existing client base and help you
to deliver a more proactive service
sought by today's demanding and
increasingly sophisticated client.

There is no standard solution. We provide specific, tailored and concise financial recommendations and nothing other than what is best for the client will determine our ultimate proposals.

We are firmly committed to further developing our established network of partnerships, many of which are top 50 listed firms of accountants and solicitors. These companies are now able to offer market-leading financial advisory services to their client bases and they are assued of staying abreast of regulatory change and market developments.

As your professional partner, we are always conscious of our responsibility to contribute to your company's knowledge base. This is particularly important in today's business climate of continuing regulatory change and product proliferation. To this end, we provide a number of services;

Regular Newsletters
These publications are written specifically for legal and accountancy professionals. Our 'Professional Advisers Bulletin' highlights the industry's current 'hot' financial topics.

Email Updates
This service is designed to deal with emerging issues as they arise, keeping our partners abreast of current thinking.

Seminars & Workshops
These forums are held regularly to encourage debate and the exchange of ideas on topical issues. We also support our partner firms by providing expert speakers for client seminars.

There are a number of options available in our stuctured client referral process depending on your profession, the size of your firm and the demand for AWD's professional services. They include:

Individual referrals
On-site advice surgeries
Permanent onsite adviser
Establishment of joint venture company

Whatever arrangement is appropriate, you will find us a willing, knowledgeable and experienced partner who brings an extra dimension to your business and adds value to your service. Our mutually beneficial partnership will provide you with a real competitive advantage.

To ascertain if we can work together profitably, we would welcome the opportunity of discussing the way in which you provide financial planning advice to your clients.