Chase de Vere
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We appreciate an advisor who has been with us all along the way…
We appreciate an advisor who has been with us through the many permutations of our finances, house moves and a family growing up. Richard is always able to guide us to the most appropriate use of our investments, whether it be choosing the right level of risk, minimising CGT, when to cash in, whilst also keeping an eye on inheritance tax planning. He can couch his explanations in plain English! We value the face to face review meetings and the knowledge that an expert, well acquainted with our situation, is only ever a phone call or email away.