Chase de Vere
Lee Brett DipFA CeMAP is an experienced Independent Financial Adviser with a career spanning over three decades in financial planning. Currently with Chase de Vere since January 2016, Lee provides tailored financial solutions primarily for professionals, leveraging a special relationship with the British Medical Association. Prior experience includes serving as a Financial Consultant at Wesleyan, where services were tailored for legal professionals, and a Senior Financial Consultant at Nationwide Building Society, focusing on client relationships and advice. Lee also held the role of Partner at Investment House Independent Financial Advisers, managing all business operations while offering independent advice. Early in the career, Lee held positions at Nationwide Building Society with advancing responsibilities, including team management and compliance oversight. Education includes attendance at Greyfriars College and Wilson Marriage in Colchester.
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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.