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Chase de Vere Dental
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    • Investment Services
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0345 300 4514 Arrange Appointment
  • Pension Advice
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  • Financial Protection
  • Estate Planning
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  • Pension Advice
  • Retirement Strategies
  • Investment Services
  • Financial Protection
  • Practice Finance
  • Estate Planning
  • Mortgages
  • Specialist Insurance

Investment Services

Investment Services

Informed by vast experience and a robust set of principles, Chase de Vere Dental will recommend and manage investments which work as hard for your money as you have.

A professionally planned and meticulously managed investment strategy may allow you to pay less tax, grow your wealth, save time, avoid costly mistakes, and ultimately, help you to achieve your financial goals.

A ROBUST PROCESS & RIGOROUS PRINCIPLES

Your specialist adviser will gain a thorough understanding of your goals and appetite for risk, before planning, implementing and continually monitoring your bespoke investment strategy. As a fully independent financial adviser, our sole responsibility is to you and your assets, and we therefore adhere to firm investment policies and beliefs governed by our Investment Committee.

INVESTMENTS WE ADVISE ON

The depth of our expertise, not just across investments but also working with dentistry, enables us to advise on an extensive range of investment funds and products suited to your personal and professional circumstances. This includes the more familiar investment types such as ISAs, Pensions and Investment Bonds, as well as less conventional investments. 

dentist doctor with the assistant in the clinic

Discretionary Portfolio Management

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WHY CHASE DE VERE DENTAL?

We’re independent financial advisers, with extensive experience tailored to your profession, not sales people. Once we truly understand your needs and goals, we’ll take a holistic approach to provide expert financial planning.

1 The only Denplan, Part of Simplyhealth endorsed independent financial adviser
2 Comprehensive financial planning for dental practitioners
3 One of the UK’s largest specialist advisers
4 We’ve advised over 14,000 healthcare professionals

"We received excellent service. I would have no hesitation in recommending the service to anyone else."

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Investment Services

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Investment Services

News & Insights

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15 June 2022

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The NHS Pension Scheme allows dentists…

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Disclaimer:

Investments can go up and down in value, so you could get back less than you put in.
The Financial Conduct Authority does not regulate cash flow planning, tax or estate planning.

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