professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Chase de Vere

Pensions

Onus on government to deliver financial education, believe employers

Companies overlooking financial advisers, new research finds

clock 15 May 2016 • 2 min read

Pensions

Chase de Vere launches corporate advice operation

Aims to reduce business risk

clock 10 March 2016 • 1 min read

Your profession

Advisers celebrate at Unbiased media awards

Almary Green's Carl Lamb and Combined Financial Strategies' Jonothan McColgan were celebrating double successes at the Unbiased Media Awards 2015, which were held in London on 4 February.

clock 05 February 2015 •

Regulation

IFAs take FOS to Court of Appeal over Keydata redress

Three IFAs are taking their case to the Court of Appeal in a bid to overturn a High Court ruling backing a Financial Ombudsman (FOS) decision that they should pay clients compensation for advice to invest in failed firm Keydata.

clock 14 January 2015 •

Regulation

Keydata fine: Chase de Vere's three big mistakes

Fined Chase de Vere's three big mistakes

clock 17 November 2014 •

Regulation

FCA fines Chase de Vere £560k over Keydata sales

The Financial Conduct Authority (FCA) has fined Chase de Vere Independent Financial Advisers £560,000 for failures surrounding the sale of Keydata products.

clock 17 November 2014 •

Pensions

Five things you might have missed

In this week's Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days.

clock 10 September 2014 •

Pensions

Barnett Waddingam buys Chase de Vere SIPP book

Advice firm Chase de Vere has sold it's self-invested personal pension (SIPP) book to provider Barnett Waddingham for an undisclosed sum.

clock 10 September 2014 •

Regulation

FOS rules Chase de Vere wrong to put 65% of client's SIPP in UCIS

The Financial Ombudsman Service (FOS) has ruled national adviser Chase de Vere gave unsuitable advice when it recommended a client put most of his pension in high risk unregulated schemes just six years before he retired.

clock 04 September 2014 •

Long Term Care

Family Building Society links with advice firms on later life planning

Recently launched Family Building Society has linked with Chase de Vere and Key Retirement Solutions for later life planning referrals.

clock 18 August 2014 •
345
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=chase de vere