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Chase de Vere Independent Financial Advisers Ltd

We are an award winning national firm of Independent Financial Advisers with a UK wide network of offices allowing us to meet clients wherever they are in the country. Established in 1969 we are part of the Swiss Life Group meaning we are able to combine both experience and expertise with financial strength. We specialise in the provision of tailor-made high quality holistic financial advice, delivered predominantly face to face. Vitally Important to us is our total independence, thereby giving us the freedom to focus on quality advice rather than being constrained by ties to products or providers. At the core of our proposition are the long lasting relationships our advisers build with our clients, some of them spanning the generations.

15 November 2017
South West
Local Alliances:
Bath & North East Somerset

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

We have a specialist team of highly experienced, highly qualified, independent financial advisers .They work extensively with family members, attorneys and court appointed deputies, on behalf of potentially vulnerable clients who lack the capacity to manage their own financial affairs. We highlight all of our clients’ financial choices with the aim of enabling them to live as comfortably and independently as possible, for as long as possible.  


We work resolutely to provide our clients with individually tailored plans to meet their evolving financial needs during the course of living with dementia.

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

We strive to increase the understanding, knowledge and ability, across our whole business, to support clients with impaired physical and mental capacity.

Member website


2. Actions

  • Dementia Friends Sessions for our financial advisors

    One of our Senior Managers decided to organise a Dementia Friends Session for the Chase de Vere Financial Advisers in Bath. This was completed in April 2017 when Sarah Williams-Martin presented at our Team Meeting. This was extremely well received with much positive feedback from the advisers as they became aware of how to spot early signs of dementia.

  • Increase awareness across the Region of the Dementia Action Alliance

    To spread the word across the region about how valuable the Dementia Friends session was. We meet many organisations in the course of our daily business and by promoting the sessions we intend to increase awareness of how we can make society more Dementia Friendly. We will create opportunities within our business contacts for more sessions to be delivered and will make introductions to our local representative, Sarah

    Being implemented
  • Encourage more advisers to specialise in areas of financial advice that will allow them to help more people with dementia and their families

    In Bath we are committed to the training and continuous professional development of all of our advisers. We are however encouraging more advisers to specialise in Later Life advice. One of our advisers, Byron Williams is already a fully accredited SOLLA member (Society of Later Life Advisers) and several other advisers hold an additional Long Term Care Advice licence. The specialisms themselves require additional annual testing and CPD.

    Being implemented