National IFA ties with charity to advise 2,200 medics

Healthcare genericNational advice firm Chase de Vere has agreed a partnership to provide advice to a medical leadership charity with 2,200 members.

Chase de Vere Medical is a branch of the national IFA which specialises in advising healthcare professionals. Its 65 advisers will provide advice to the Faculty of Medical Leadership and Management.

FMLM is a national charity with the primary objective of raising the standard of patient care by supporting doctors and healthcare organisations to improve medical leadership.

Members and fellows include senior medical leaders, consultants, doctors, trainees and students.

Fiona Tait: Do doctors deserve special treatment on annual allowance taper?

Chase de Vere says it will advise members on the NHS Pension Scheme, retirement strategies, investment services, financial protection and estate planning. The firm will also provide resources for the medical professionals such as articles, guides and events.

Chase de Vere Medical head Andrea Sproates says:

We have 65 independent financial advisers based around the UK who specialise in providing financial advice to the medical profession, and we are committed to providing their members with informative events and access to information to ensure they make the most of the pension and other benefits provided by their employer and of their wider personal finances.”

FMLM chief executive and medical director Peter Lees comments:

“We are pleased to introduce Chase de Vere Medical to our members.

“As industry experts, we believe their independent, specialist financial advice and planning will be a major benefit for our members, wherever they are in their medical career, and will provide valuable support those with questions or concerns around the NHS Pension Scheme.”



Platforms adding needless tools in ‘paranoid’ bid for survival

Experts claim platforms are “running scared” and creating investment research tools that advisers do not want out of “paranoia” in a bid for self-preservation at Money Marketing Interactive today. The Lang Cat consulting director Steven Nelson says it is not surprising platforms keep adding investment tools that many advisers would prefer to buy in from […]


How to become a financial adviser: diplomas, degrees and workplaces

Information on how to become a financial adviser is sparse. Money Marketing speaks to advisers about what the requirements really are and how best to meet them. Speaking to financial advisers and planners today, each will have a unique and varied story about how they entered the profession. There are more than a handful of pathways […]


A day in the life of an SJP adviser

Lifting the lid on an advice network that continues to make waves “Infamous”, “fascinating” and “bizarre” are just a few of the words Money Marketing hears when the topic of conversation turns to St James’s Place. The Gloucestershire-headquartered advice network is home to almost one in every six advisers across the UK and is expecting […]


Don’t bank on a hike just yet

Jonathan Platt, head of fixed income at Royal London Asset Management, highlights three bond market trends this week and says don’t bank on a hike just yet. Read the article here The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm