Chase de Vere
Sheryl Walton is an experienced finance professional with a diverse background in paraplanning and client management. Currently serving as a Business Quality Adviser and previously as a Paraplanner at Chase de Vere since September 2018, Sheryl has also held paraplanning roles at Frenkel Topping Group and St. James’s Place Wealth Management. With a history as a Paraplanning Manager and Account Executive, Sheryl has cultivated expertise in client relations and financial advice, further demonstrated in earlier roles as a Relationship Manager at Ubuntu Wealth Management and a Client Manager at CRS Consultants Ltd. Sheryl's managerial skills were developed during tenure as Manager at Eden and Cotton Mill. Educational qualifications include a Bachelor of Arts (BA) Hons in Business, Management, Marketing, and Related Support Services from The Manchester Metropolitan University.
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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.