Top UK financial planning listing for Chase de Vere

November 10, 2017

National independent financial advice firm Chase de Vere, which has an office in Bath, has been named as one of top financial planning companies for the eighth successive year.

The firm features in thewealthnet Top 25 list, which highlights companies that are best equipped to provide financial planning advice to clients. It is based on research undertaken over the past year and feedback from professionals across the wealth management sector. 

Previously known as the eprivateclient Top 25, the list does not rank firms in any order. The figures show that Chase de Vere has six directors and 204 advisers – making it one of the largest firms in the table.

It also shows that the firm has 17,379 clients and fee income of £58.1m.

Chase de Vere chief executive Stephen Kavanagh said: “We are delighted to be selected on this prestigious list of top financial planning companies for the eighth time.

“This accolade is an endorsement of the efforts we continue to make to provide fantastic financial advice and service to our clients.”

The firm, which provides independent financial advice and planning services for private individuals and businesses, has 17 offices across the UK.

It recently expanded through the acquisition of Medical Money Management, a business specialising in providing financial planning advice to medical, dental and other professionals.

Medical Money Management’s 16 partners and 64 employees have joined Chase de Vere, adding 30 independent financial advisers to its existing team.


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