Dedicated service for medical professionals launched by Chase de Vere

July 27, 2018

Chase de Vere, the national independent financial advisory firm with an office in Bath, has started a service focused on providing independent financial advice to the medical profession. 

The launch of Chase de Vere Medical follows the acquisition last September of Medical Money Management, a business specialising in providing financial planning advice to medical, dental and other professionals. 


Medical Money Management had eight offices including in Portishead, near Bristol. The move added 30 independent financial advisers to Chase de Vere’s existing team.


Chase de Vere has wide experience of providing financial advice to medical practitioners, having worked in partnership with the British Medical Association (BMA) since 2005 and given advice to 12,000 BMA members.


It has 75 independent financial advisers specialising in this area with extensive knowledge of the personal finance challenges facing medical professionals, including an in-depth understanding of the complexities of the NHS pension scheme, career paths and family benefits. Its mortgage services are provided by Bath-based broker London & Country Mortgages.


It also stages more than 100 seminars and 600 worksite events for BMA members each year, largely focused on retirement planning and understanding the NHS Pension Scheme as retirement planning for medical professionals can be very complicated and is often misunderstood.


Chase de Vere has also launched a new website focused solely on its medical advice proposition with valuable information for doctors – from how to get the most out of their NHS pension and retire on their own terms, to protecting financially what matters most, to finding the best deal on their mortgage, and making their money work harder.


There are also details of educational events and seminars that Chase de Vere is hosting and doctors will have access a wide range of financial insights and guides. 


Head of Chase de Vere Medical Andrea Sproates said: “We have provided exceptional financial advice and service to medical professionals for the past 13 years. However, despite our undoubted resources and capabilities in this area, we have been largely hiding our light under a bushel.


“With the launch of Chase de Vere Medical, we are making our service and expertise more recognisable and confirming our message loud and clear, that when it comes to independent financial advice for medical professionals, we are the ‘go to’ experts.”


Chase de Vere, which is backed by Swiss Life, provides independent financial advice and planning services for private individuals and businesses across a network of 16 UK offices. 


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