Chase de Vere
Carly Millan Page is an accomplished professional with extensive experience in business development and client relationship management within the financial services sector. Currently serving as a Business to Business Account Manager at Wesleyan since March 2024, Carly focuses on building relationships with law firms and health service professionals to facilitate access to financial services and deliver tailored seminars. Prior to this, Carly held the position of Business Development Specialist at Chase de Vere, where efforts were concentrated on developing opportunities within the medical sector. Carly's earlier roles include PR Consultant at Wesleyan, Mortgage Contact Team Manager at Lloyds Bank, and Customer Service Officer at Royal Bank of Scotland. Carly holds a Bachelor of Arts degree from the University of Stirling, specializing in teaching English or French as a second language.
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Chase de Vere
At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result. The freedom to advise objectively • We are free to create financial plans that are totally unconstrained by any obligation – other than to our clients • From investment management and estate planning, to employee benefits and business advice, we offer solutions that are drawn from the whole market • We give each solution careful consideration and only then recommend one that is right for you and your situation • We are a team, but we think and act independently. This helps us give a more considered, creative and sometimes non-obvious solution. About us • We are one of the country’s leading independent financial advisers • We offer wide national coverage with regional offices and over 200 independent financial advisers and about 250 technical and back-office specialists • Our advisers are encouraged to attain the highest levels of industry qualification and pursue advisory specialisms.