Chase de Vere
Jonathan Horsfield, CFA Chartered FCSI, is an accomplished investment professional currently serving as the Chief Investment Officer at Chase de Vere since June 2022. With extensive experience in investment management, Jonathan previously worked as an Investment Manager at Principal & Prosper Holdings Ltd, managing risk-rated investment portfolios from November 2016 to July 2022. Prior roles include Associate Director, Investments at Cornelian Asset Managers, Senior Investment Manager at RSM Tenon Financial Management, and Investment Manager at Brewin Dolphin Securities. Jonathan holds a BSci Hons in Physics with Astrophysics from the University of Birmingham and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
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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.