Bath-based Chase de Vere, the national firm of Independent Financial Advisers, has appointed Samuel Mayes as a senior technical adviser.
Samuel is a Chartered Financial Planner and has also achieved Fellowship of the CII (Chartered Insurance Institute) – regarded as the premier qualification for those in the financial advice industry. 
He has a track record of advising private banking and high net worth clients, most recently as a client portfolio planner at NatWest Private Bank. Samuel also has extensive experience in tutoring advisers to pass professional qualifications, predominantly UK financial services investment and tax exams, and is actively involved in writing examination questions and study material.
In his new role, he will join the research team at Chase de Vere in Bath, providing technical guidance and support to its 180 advisers in Bath and throughout the UK.
Chase de Vere director of advisory services Andy Papadopoulos said: “We are really pleased to welcome somebody of Samuel’s calibre to Chase de Vere. He is a fantastic addition to our research team. As a practicing expert in pensions, investments and taxation and trusts, his technical knowledge, skills and experience will be a huge asset to our business in ensuring that we continue to provide the best quality of advice for our clients.”
Chase de Vere, a member of the Swiss Life Group, has 13 offices across the UK providing independent financial advice and planning services for private individuals and businesses.
