Chase de Vere

Big shoutout to Alison Wilson for this wonderful review 🙌 meeting the unique needs of her clients 🌟 #FinancialAdviser #InvestmentSuccess #HappyCustomers #ClientTestimonial

Well done to Rebecca Dorrian, who is one of our Corporate Advisers and who has used a Chase de Vere Volunteering Day to hold a presentation at the Pankhurst Trust, which incorporates Manchester Women’s Aid. Rebecca delivered a presentation for an audience of women who have left abusive or violent relationships. One of the areas that these ladies often struggle with is financial literacy, so Rebecca presented on the basics of finances, how to set up a bank account and what credit and debit is. They then discussed how to create a budget before Rebecca gave some tips on saving money. Rebecca said, “I’m really pleased that I was able to use my skills as a Corporate Adviser, and some of the material we use for employee financial education sessions, to help the women at the Pankhurst Trust. They are at the start of the rest of their lives free from an abusive relationship, and the charity is really keen on supporting the women to make sure their journey is a positive one. I hope that I’ve helped them with that.”

🚀Celebrating One Year of Future-Focused Learning with LinkedIn Learning! It’s been a year since we partnered with LinkedIn Learning to empower every Chase de Vere employee with the tools they need to thrive in a rapidly changing world. With unlimited access to an incredible library of courses, our team has been embracing this opportunity to grow both professionally and personally at their own pace. In just the last 90 days, our colleagues have watched over 1,225 videos, with popular topics including Active Listening: The Secret to Effective Communication, Building Rapport with Customers, and Excel for Financial Planning and Analysis. These courses are helping us sharpen our skills and stay ahead in the industry. We're also excited to see growing interest in Artificial Intelligence courses, as our team explores how AI can shape the future of our work. At Chase de Vere, we’re committed to supporting our employees on their learning journeys, ensuring we remain future-focused and ready for what’s next. Here’s to continued growth and learning! 🌟 #LearningAndDevelopment #FutureFocused #LinkedInLearning #ChasedeVere

Taxpayer numbers have increased by 20% over the last five years. Are you in line to join the club? #taxes #taxplanning #personalfinance  https://bit.ly/3X9iJgi

Rachel Reeves broke the ‘conspiracy of silence’ on the state of government finances with a ‘spending inheritance’ review at the end of July #rachelreeves #Chancellor #Budget #Treasury #OBR #spending https://bit.ly/3X7uBj2

Should you help your child repay their student loan? Weigh the pros and cons before making a decision. #studentloans #personalfinance #parenting https://bit.ly/4fKnlRq

Uncertain about the future of pensions? Get an overview of key decisions facing the new government. #pensions #retirementplanning #ukpolitics  https://bit.ly/4dpkwDB

Did you know boosting your charity donation with Gift Aid can save you money on tax? Learn how it works #charity #giftaid #taxrelief  https://bit.ly/4dEQsDS

** Investment Insights ** The chart below shows the long-term difference in performance of the US stock market between investing in a market cap weighted index, and an equally weighted index. Like most stock market indices, including the FTSE-100, the S&P 500 follows a market-cap weighted approach, meaning that the largest companies have the biggest weightings in the index. Following the rapid rise of mega cap technology stocks such as Apple, Microsoft, Amazon and Nvidia, the performance of the S&P index has become heavily influenced by the performance of a small number of very large companies. In contrast, the equally weighted approach, gives the same weighting to Apple and Microsoft, for example, as it does to the smallest companies in the index. So, which is a better strategy? This chart shows that despite the recent surge in the share prices of the mega-cap technology companies, investing further down the index has been the most fruitful strategy by some margin. Whilst this may be hard to fathom in the current environment, it makes sense over longer time periods. Some of the smaller companies will be the mega-cap companies of tomorrow, and those companies (and their investors) have a long runway of growth ahead of them. On the other hand, we can think of the largest companies in the index as the past winners – the ones that have already made it - and the potential for them to continue growing rapidly is more limited. This chart shows the importance of taking a diversified, long term investment approach, rather than focusing too much on the winners of today.

⭐ Kudos to James Fitzgerald FPFS, Cert CII (MP and ER) for his exceptional dedication and expertise! Your outstanding support since 2014 has ensured our client's financial stability and success. ⭐ #TestimonialTuesday #Reviews #HappyCustomers