Chase de Vere
Marcus Tudge ACSI, Cert. ICSA, is an experienced professional with a diverse background in financial services, operations, and technology. Currently serving as a Paraplanner at Chase de Vere since December 2021, Marcus has also co-founded and acts as Director and Company Secretary at Know Your Subject Limited, an EdTech firm specializing in mobile applications for accountancy students since April 2007. Previous roles include Paraplanner at Fairstone Group Ltd, which focuses on financial advisory and wealth management, Procurement and Facilities Manager at Vantage, Corporate Compliance Officer at Regus, and Operations and Facilities Manager at Capita Asset Services, providing comprehensive services to shareholders. Marcus possesses extensive expertise in financial advising, operations management, and compliance.
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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.