Chase de Vere
Katie James is a seasoned professional with extensive experience in business development and client relationship management. Currently serving as a Business Development Consultant at Chase de Vere since July 2022, Katie has a strong background that includes roles such as Student Liaison Manager and Relationship Coordinator at Wesleyan, where high-level professional relationships with academic institutions and students were cultivated. Previous positions involve customer care at HomeServe, various roles at Lloyds Banking Group focusing on commercial and personal banking, and managerial duties at Bench. Katie's diverse expertise spans sales, presentations, client interaction, and team management, reflecting a proven track record of delivering excellent results and fostering strong rapport with stakeholders.
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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.