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Independent Financial Advice

 

 

 

Specialist independent financial advice

As a valued member of The Confederation of British Surgery, you have access to the specialist independent financial advice services of Chase de Vere, one of the UK’s leading independent financial advisers.

Chase de Vere has extensive experience supporting medical professionals, offering tailored financial planning solutions to help you navigate the complexities of both NHS and private practice careers. Their team of experts understands the unique financial challenges faced by medical professionals and is dedicated to providing guidance you can trust.

As a valued member of The Confederation of British Surgery), you have exclusive access to the specialist financial advice services of Chase de Vere, one of the UK’s leading independent financial advisers.

Why Chase de Vere?

What sets Chase de Vere apart is their independence. They are not tied to any financial products or providers, ensuring the advice you receive is unbiased and focused entirely on your needs.

With over 50 years of experience, Chase de Vere is a trusted, award-winning firm that has been recognised for its expertise and outstanding service. They are also rated ‘Excellent’ on Trustpilot, a testament to the trust thousands of clients across the UK place in their advice.

Whether you are planning for retirement, growing your wealth, or protecting your finances, Chase de Vere can help you make confident, informed decisions.

Services designed for surgeons

Chase de Vere offers a wide range of financial advice tailored to the needs of The Confederation of British Surgery members, including:

  • Retirement and pension planning – balancing NHS and private pensions to secure your future
  • Investment advice – building strategies to grow and protect your wealth
  • Financial protection – ensuring you and your practice are covered with the right insurance, including key person and partnership protection
  • Estate planning – managing your assets tax-efficiently for future generations
  • Mortgage advice – supporting your home or practice purchases with expert guidance

Plan your protection in minutes

As a Confederation of British Surgery member, you can use Chase de Vere’s instant online tool to get an illustration for additional life, critical illness, and income protection cover. In just a few minutes, you’ll see how affordable it can be to safeguard your family, income, and future.

 Get your free illustration now

Start with a complimentary consultation

As a Confederation of British Surgery member, you are entitled to a complimentary initial consultation with one of Chase de Vere’s specialist financial advisers. This no-obligation meeting is the perfect opportunity to discuss your financial goals and explore how they can support you.

 Book your initial consultation today

Important information

  • The value of investments and any income from them can fall as well as rise, and you may not get back the amount you originally invested.
  • Your home or property may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it.
  • Tax rules can change, and the value of any tax benefits will depend on your individual circumstances. Chase de Vere does not provide legal advice; you may need to seek this separately.