Chase de Vere

We work in conjunction with your accountant to ensure that you make the most of the tax reliefs and allowances available to you. Our focus is on maximising your income and growth potential by implementing effective strategies that optimise your tax position.

Understanding the unique retirement planning needs when you work for yourself, our advisers help you navigate through various pension schemes. We advise on the best contributions that leverage government incentives and align with your personal retirement goals.

Knowing the unpredictability of running your own business, we offer personalised insurance solutions such as income protection and critical illness cover. These plans provide a financial safety net, ensuring stability in case of health issues or business interruptions.

We focus on developing investment strategies that suit your financial capacity and risk tolerance as an entrepreneur. Our guidance is aimed at building a portfolio that supports long-term financial growth, accommodating the variable nature of your income.

Securing a mortgage can be more complex without a fixed salary. We provide access to a broad range of mortgage options, including those from specialist lenders who are attuned to the circumstances of the self-employed, ensuring you receive competitive terms.

In partnership with your lawyer, we help develop a comprehensive estate plan that safeguards your personal and business assets. Our service ensures that your estate is managed and distributed according to your wishes, providing reassurance for the future of your legacy.