We’re really proud that Chase de Vere has recently celebrated its 55th birthday.
The Company was originally established on 7 March 1969, and it’s fair to say that a lot has changed since that time, in the financial services industry and also in the wider world.
There are far more options in terms of what individuals can do with their money, where to save or invest it, and how they can plan for the future or protect what they have. This can create many financial planning opportunities but can also increase complexity which makes it easier to make the wrong choices. This is why we believe that the need to access good quality independent financial advice has never been greater.
There have also been many changes amongst financial advice companies. There has been a huge amount of consolidation, where larger companies have been buying smaller companies, many larger firms now offer restricted financial advice, and in recent years we’ve seen an influx of (primarily US-based) private equity firms buying financial advice companies.
Chase de Vere continues to be passionate about providing high-quality independent financial advice, and we benefit from strong secure ownership from our parent company, Swiss Life. We hope that this, and our long-established track record, provides security and peace of mind for all of our clients and for our employees.
Out of interest, we looked at some other events which took place in 1969, the year that Chase de Vere was established. These include the first man walking on the moon, the Woodstock music festival, The Carpenters and Hot Chocolate were formed, Butch Cassidy & The Sundance Kid and The Italian Job were released, Elton John and Led Zeppelin released their first albums, the battery powered smoke detector and the laser printer were both invented, and Richard Nixon was inaugurated as the 37th US President.
Content correct at time or writing.