In today’s world of risk and uncertainty, it’s even more essential to take control and plan your finances
Independent financial advice for IMechE members from AWD Chase de Vere
Save for the future, pay less tax, protect your family – whatever your financial goal, AWD Chase de Vere can help you reach it. Save time, avoid costly mistakes and enjoy the peace of mind that your
plans have been formulated by financial experts.
Whatever your financial goal,
talk to AWD Chase de Vere
For individuals
- Savings and investment planning
- Pension and retirement income planning
- Tax efficiency planning
- Income protection insurance planning
- Long term care planning
- Estate and inheritance tax planning
For businesses
- Employee benefits consultancy
- Financial education for employees
- Business protection planning
Call 0845 145 0112
AWD Chase de Vere’s service to IMechE members
- One-stop shop for your financial planning needs
- Help with a one-off specific need or designing a complete lifetime financial plan
- Dedicated financial adviser, someone who is local to you
- Solutions tailored to your personal situation and goals
- Product selection based on researching the whole market place
- Well defined advice process:
o Getting to understand you and your goals
o Analysing your arrangements and attitude to risk
o Written, detailed recommendations
o Implementation of recommendations
o Ongoing reviews/advice as appropriate - Flexible charging structure, pay by fee or commission
- Complimentary initial financial consultation for members
Why AWD Chase de Vere is the Institution’s preferred partner for independent financial advice…
- Long standing reputation, established over forty years
- Focused on quality, impartial and expert advice
- Committed to outstanding client service
- National presence, enabling a localised service
- Recommendations have been key to their growth
- Experience with other membership organisations
- Specialism to deal with complex financial circumstances
Take advantage of your complimentary initial consultation
Call 0845 145 0112 to request an initial consultation with your local adviser.
Alternatively, email your name, address and telephone number and a representative will contact you.