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AWD Chase de Vere

Your profession

Talking Heads: What would you like to see in the upcoming Budget?

Three advisers have their say…

clock 03 March 2017 • 4 min read

Income

A NISA retirement

The New Individual Savings Account (NISA) regime is soon coming into force. But how can it be used in retirement planning? Fiona Murphy finds out.

clock 21 May 2014 •

Estate planning

Number of families seeking inheritance tax advice rises

More families than ever are seeking advice on cutting their inheritance tax (IHT) bills as increasing numbers are falling into the tax net.

clock 01 May 2013 •

Regulation

Arch Cru firms ready themselves for complaints

Firms who advised on investments in the failed CF Arch Cru Investment and Diversified funds have been contacting clients asking them if they want a review of the advice ahead of yesterday's deadline to identify investors eligible for redress.

clock 30 April 2013 •

Regulation

AWD: FSCS levies will 'fall within in two years'

High Financial Services Compensation Scheme (FSCS) levies are the result of legacy industry issues and will "begin to fall within two years", according to AWD Chase de Vere communications director, Patrick Connolly.

clock 12 April 2013 •

Investment

Top ISA funds: what the experts say...

Whether you're an adventurous investor or shy away from risk, there's a wide range of funds to pick from for your ISA.

clock 03 April 2013 • 4 min read

Your profession

Top ISA fund picks

FUND PICKS

clock 21 March 2013 • 5 min read

Investment

Unbiased awards: all the winnners (and runners up)

Unbiased.co.uk, the professional advice website, has announced the winners of its ninth annual Media Adviser Awards, sponsored by Standard Life. Here is the list of those who won and the runners up.

clock 07 February 2013 •

Investment

AWD picks Standard Life platform for 'premier' clients

Advisory national AWD Chase de Vere, has chosen the Standard Life platform to service its‘premier' client segment.

clock 04 February 2013 •

Investment

FOS rules against AWD adviser in £80k Keydata pensioner case

The Financial Ombudsman Service (FOS) has made a provisional ruling that a financial adviser working for AWD Chase de Vere was wrong to invest almost £80,000 of an 80-year-old's pension in failed fund Keydata.

clock 17 January 2013 •
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