Chase de Vere Reviews 

Excellent firm with great pension investment advice.

Ashley was excellent throughout the entire mortgage process. Communication was always clear, prompt, and reassuring, and the mortgage was arranged very quickly. Just prior to exchange, Ashley also proactively found us an even better rate, which made a real difference. Overall, a very professional service with clear communication and great attention to detail. We’re very glad we chose Chase de Vere and would happily recommend them.

I had a single, no fee, consultation in which Harry answered some pressing questions I had, in order to move forward in making pension related decisions. His understanding of the NHS Pension scheme was very important to giving me the reassurance I needed. I also didn't feel any pressure to take on additional charged services. Thank you Chase De Vere!

I found the two financial advisors, Catriona Smith and Lewis, very helpful, very trustworthy, and had no doubts about their integrity. It was obvious that their whole purpose when meeting a client was to do the very best for them and find the best financial solution to meet their clients' needs. They explained everything in detail and in plain language,making it easy to understand the product they were proposing in the best interest of their client.

The team at Chase de Vere were all extremely helpful and professional throughout my mortgage application

Straightforward and relatively simple. My financial advisor is just brilliant and understands my situation.

Fantastic service from Chase De Verre, especially Aaron. He was knowledgeable, responsive, always taking the time to explain things clearly. Highly recommend!

Very positive experience in terms of expertise and friendliness of service, which has helped me with my personal life planning.

Outstanding customer service and quality of advice

The advisor who set up my pensions[Ross ] provided a stress free, efficient and professional service.
He was always quick to get back to me whenever I had
question and dealt with all the forms and paperwork from start to finish.
5 star company
highly recommended .

We retired in 2010 and wanted to invest our money in a place where it would grow more than if left in a bank savings account.We wanted a low level of risk and to be able to access funds if needed. Fifteen years later these wants have been more than achieved.

My deelings with the personal adviser provided from Chase de Vere who understands my needs and gives constructive advise for me to base my decisions on

My experience with dealing with Chase de Vere has been 💯 % . My advice has been amazing very pleased. My adviser is Adam Preston thank you.

I have over the last 15 years received excellent advice from Andrew Nelson (Financial Advisor) and Chase de Vere have an excellent portal where one can see their portfolio that is updated every few days regards Laurence

An excellent, confident , knowledgeable and friendly adviser , and explained everything in detail and easy to understand, made my first experience in this stress free .

Chase de Vere advisers are friendly and informative.

Mr Adkins has been most helpful, efficient and conscientious. I appreciate his valuable advice, and polite, friendly manner. I highly recommend him as an independent financial advisor.

Catriona has worked very collaboratively with us, walking us through a tailored plan for us that involved my multiple pension pots and my wives inheritance. This was further complicated by wife being American and so understanding how investments and money transfers impact our UK and US situations was and is very important. Catriona has been further developing her understanding of the US "rules, to ensure we all understand the implications of our actions. Throughout some very frustrating dealings with my employers pension representatives Catriona has been a rock, providing assistance and reassurance at just the right level. We are very happy that we have Catriona on our side.

The advice I have had from my mortgage advisor, Declan O'Callaghan, and my financial advisor, James Delaney has unfailingly been clear, concise, and appropriate for my needs. James and Declan are both highly professional, yet they remain approachable, and are available quickly when needed. Their help this year in buying a new home has been invaluable.

Scheduled an online meeting with Tom Steele (IFA). All set up and worked very well. Advice on pensions/investments was all very clear and explained in a friendly, professional manner. Much appreciated - thank you.