Chase de Vere Medical

Name

Chase de Vere Medical

Legal name

Chase de Vere

Website

https://chasedeveremedical.co.uk

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Independent Financial Advisory Services for Medical Professionals

NAICS

Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Claims Advocacy & Loss Recovery Services (FSAEADAH)

Keywords

• Independent financial advice
• Medical professional financial planning
• Doctor mortgage advice
• NHS pension planning
• Specialist wealth advisory

Headquarters

HQ city

United Kingdom

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-free mortgage advice and fee-based financial planning services for medical professionals including retirement planning, investments, protection, and estate planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Chase de Vere Medical is an independent financial advisory firm that provides unbiased financial advice tailored specifically for UK medical professionals, primarily doctors (residents, GPs, consultants, private practitioners, and overseas graduates). Its core offerings encompass retirement planning (balancing NHS and private pensions), investment management, financial protection (life cover, income protection, business protection), fee-free mortgage advice, and estate planning. The firm is not tied to any financial provider, delivering advice through qualified advisers via scheduled appointments and a client login portal.

Product overview

Chase de Vere is a financial advisory firm providing independent financial services tailored specifically for medical professionals. The company offers a unified portfolio of services for doctors at all career stages, including retirement planning, investment management, financial protection (life cover, income protection, business protection), mortgages, estate planning, and personal injury services. As an independent adviser not tied to any providers, the firm offers unbiased, impartial advice across these interconnected service areas, allowing doctors to access comprehensive financial guidance from a single provider.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Retirement planning services for doctors, including balancing NHS and private pensions, helping create retirement strategies for long-term financial security.
• Investing for Doctors Tailored financial investment advice for doctors to help grow and protect wealth through smart investment choices.
• Financial Protection Insurance solutions including life cover, income protection, and business protection to protect doctors' families and practices.
• Mortgages for Doctors Fee-free mortgage advice for doctors, from newly qualified to established consultants, tailored to medical professionals' needs.
• Estate Planning Estate planning services ensuring doctors' wealth is passed on according to their wishes while minimizing tax liabilities for loved ones.
• Personal Injury and Court of Protection Services Personal injury and Court of Protection services for individuals requiring financial guidance following injury or legal incapacity.
• Business Protection Business protection advisory service for businesses, covering safeguarding of the company and its key people through appropriate financial solutions.
• Employee Benefits Employee benefits advisory for businesses of all sizes, including pension schemes and benefits packages designed to strengthen workforce financial wellbeing.
• Selling Your Business Advisory Financial advisory for business owners preparing to sell their business, including valuation and post-sale wealth planning support.
• Funding Care Advisory service helping individuals and families plan and fund long-term care needs.
• Specialist Financial Advice for Dentists Specialist financial advice tailored to the career structure and pension arrangements of dentists.
• Specialist Financial Advice for Vets Specialist financial advice tailored to veterinary professionals' income patterns and career progression.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Royal College of Surgeons of EnglandcoreGTM or Marketing PartnerProfessional partnership providing financial advice services to members. The RCoS supports surgeons and promotes excellence in surgical care, with Chase de Vere providing specialist financial services to members.
• Medical Protection SocietycoreGTM or Marketing PartnerPartnership with organization providing expert advice and protection for healthcare professionals. MPS members receive access to specialist financial advice from Chase de Vere.
• Society of Occupational MedicineminorGTM or Marketing PartnerProfessional partnership with organization championing health and wellbeing in the workplace. Provides financial advice services to SOM members.
• The Confederation of British SurgerycoreGTM or Marketing PartnerPartnership with organization providing support for members in difficulties and advocating for the surgical profession. CBS members receive specialist financial advice.
• Agilio Primary CareminorGTM or Marketing PartnerPartnership with organization delivering tools and training to help GP practices stay compliant and efficient. Provides financial services access to Agilio's GP practice network.

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• Quilter: UK wealth management business with adviser platform and financial planning services. Comparable advice-led product set but operates at significantly larger scale and broader customer base.
• Charles Stanley: UK wealth manager providing investment management and financial planning to individuals, trusts, and charities. Comparable on advisory-led model and product set, though not medical-specialist.
• Evelyn Partners (formerly Tilney): Large UK wealth management and financial planning firm serving high-net-worth individuals including professionals. Overlaps on investment advisory and financial planning services but serves a broader client base beyond medics.
• St. James's Place: UK's largest wealth management network operating through partner advisers. Comparable on advice-driven distribution and broad financial planning offering, but serves mass-affluent rather than specialist medical segment.
• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform. Competes for the same underlying retail-investor wallet (including doctors) but via a digital platform model rather than specialist advisory.

Direct peers

• LEBC Group: UK financial advisory firm specializing in professional clients including medics, teachers, and civil servants. Directly comparable business model, vertical segmentation approach, and advice-led revenue model.
• Wesleyan Financial Services: UK mutual financial specialist providing advice and products to doctors, dentists, and other healthcare professionals. Closest direct peer — same vertical, same target customers, overlapping product set (pensions, protection, investments, mortgages).

Others

• Moneyfacts Compare: UK financial product comparison and data provider including mortgage and savings deals. Adjacent rather than competitive — provides price-discovery infrastructure that complements the advisory model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/chase-de-vere-medical

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chase de Vere Medical