Chase de Vere
Steve Barnes FPFS is an Independent Chartered Financial Planner at Chase de Vere since October 2015, specializing in BMA Services and adept in the NHS pension scheme, particularly regarding the Pension Lifetime Allowance and Annual Allowance tax charges. Prior to this role, Steve served as a Financial Adviser at Endsleigh Insurance Services Ltd from May 2013 to September 2015, where responsibilities included advising corporate and personal clients while pursuing a CII diploma in regulated financial planning. Additionally, Steve co-founded Appetise Ltd, an online takeaway intermediary in the UK, from November 2007 to May 2013. Educationally, Steve holds a BSc in Management from the University of Warwick, completed in 2010.
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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.