Chase de Vere Avis 

1 125
TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

The company has a great online portal which helps visualise all of the important details and feels very secure. My new advisor, Ruth Penman, has been excellent also. Friendly, very good communicator a... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Ruth Penman took me through my finances and made helpful suggestions in a straight-forward and easy to understand way. We had several Teams video calls which were friendly and professional. She... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

We recently used Chase de Vere for our mortgage and couldn’t be happier with the service we received. Our mortgage advisor Ashley was incredibly knowledgeable and guided us through the whole process w... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Chase de Vere lives up to it's reputation for excellence in caring for it's clients, and providing a superb service in relation to financial matters. I have dealt with Paul Cameron for many years, an... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Conseiller financier
  2. Planificateur financier

Écrit par l'entreprise

We have been one of the country’s leading independent financial advisers for 50 years. Some of our clients have been with us for decades. That is because, as well as offering high-calibre, unconstrained advice, we continually strive to make sure our clients are satisfied. Our financial advice spans a wide range of services including pensions, wills, care funding and wealth management as well as business protection, employee benefits and workplace financial education. More than 15,000 clients trust us with the ongoing management of their financial affairs. We believe that’s because our advice is completely independent, and tailored to them. We do not offer one-size-fits-all solutions.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

1 k avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

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A répondu à 100 % de ses avis négatifs

Répond généralement dans un délai de 24 heures

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4,9

Tous les avis

(1 125)

146 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Great service

The team were fantastic. They were always on hand to provide assistance and help update our mortgage when plans changed. Can't thank the team enough.

27 juin 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for leaving a review for your mortgage adviser. We're glad to hear they were able to help you. Thanks!

Noté 5 sur 5 étoiles

Clear advice that met my needs

I was looking for advice on what to do with the several pension pots I had after retirement. I had had brief contact with Chase de Vere the previous year when I was considering retiring, but on that advice I waited until I knew exactly what I had. I was assigned an adviser, who contacted me quickly to find out what I was looking for, and to arrange a series of meetings. I feel that I received clear advice on investments and pensions that was appropriate to my circumstances and with which I am very happy

13 janvier 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks!

Noté 5 sur 5 étoiles

Excellent advice re planning for retirement

We met with Simon Walshe this evening via a video link. He was really easy to talk to and explained things in a very simple and easy to understand manner. We wanted retirement advice and he went through what options we have taking into account the finances we have. There was no hard sale, just a compassionate understanding of what we are hoping to achieve and how to get there. He gave us advice which didn't actually involve further action at this point but we will definitely be using him in the future when the time comes to get our pensions.

24 juin 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for leaving a positive review for Simon. We’re delighted to hear that your meeting with Simon was such a positive experience. Thanks!

Noté 5 sur 5 étoiles

Great telephone appointment with Tom Steele

Tom Steele demonstated good communication skills and provided all the relevant information I needed.
He promised to give me a prompt reply to my queries.

19 juin 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for your kind feedback. We’re delighted to hear Tom provided clear communication and kept you well informed. We appreciate you taking the time to share your experience.

Noté 5 sur 5 étoiles

Harry Steele provided an extremely…

Harry Steele provided an extremely friendly and informative session with me to explain my NHS pension options in a clear and understandable way. He laid out options open to me and gave me time to consider the ramifications with an offer to clarify things further as needed. I felt a lot better informed and much happier having seen him. He also was open to further discussion about investment opportunities as I needed them. Excellent work Harry.

16 juin 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for your kind feedback. It's wonderful to hear that Harry provided such a clear, supportive, and informative session to help you feel confident about your NHS pension options. Thanks again.

Noté 5 sur 5 étoiles

Had a free call with Harry Steele

Had a free call with Harry Steele. Talked through all aspects of life insurance critical illness cover and income protection as well as NHS pension etc. have decided to move forward on policy based on his expert recommendation.

15 juin 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for your feedback. We’re so pleased Harry could guide you clearly through your options and help you feel confident moving forward with your policy. Thanks again.

Noté 5 sur 5 étoiles

Smooth transition

Smooth transition, no delays, and if there was anything I was unsure about they contacted the solicitors on my behalf. It's the second time I've used them and would use their mortgage services again.

29 mai 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks!

Noté 5 sur 5 étoiles

Ashley Bowen

Ashley Bowen – Mortgage advice
I contacted Ashley for advice regarding my current mortgage setup. He thoroughly reviewed all aspects with me and outlined the necessary steps I should follow. Ashley communicated with my current mortgage provider, where I had obtained an excellent rate. He then followed up with me to ensure I maintained that arrangement instead of opting for a complete remortgage.
Ashley was incredibly helpful, and I will be recommending him to my friends, family, and colleagues in the future.

5 juin 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for your kind review. We’re so pleased Ashley was able to provide helpful advice and support you in keeping a great rate with your current lender. We really appreciate your recommendation and look forward to helping you again in the future.

Noté 5 sur 5 étoiles

helpful company

8 juin 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks!

Noté 5 sur 5 étoiles

I went for Chase De Vere as I wanted a…

I went for Chase De Vere as I wanted a financial overview and some financial advice with regards to income protection and James, Liam and Ollie helped me with understanding my finances better, as well as walking through the options and questions asked by income protection providers sensitively. They managed to find me a good income protection provider and were all very professional and helpful and patient with me.

4 juin 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to share your experience. We’re delighted to hear that James, Liam and Ollie were able to support you in gaining a clearer understanding of your finances and guide you sensitively through your income protection options.

Noté 5 sur 5 étoiles

Excellent advice.

I feel I have obtained very clear advice tailored to my individual needs.

23 janvier 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks!

Noté 5 sur 5 étoiles

This is the best financial management…

This is the best financial management company I have ever dealt with. Yes they are expensive l, however they have been very attentive and I have done very well by them!

10 février 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks!

Noté 5 sur 5 étoiles

Helpful and professional throughout

Ashley and his team were very helpful in guiding me through the process of purchasing my first home, always available to answer any queries and liaising with the mortgage provider and my solicitors where necessary. Would highly recommend Chase de Vere.

20 mai 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for leaving a review for Ashley. We're glad to hear he was able to help you secure your first mortgage! Thanks.

Noté 5 sur 5 étoiles

Kind, authentic, knowledgeable

We approached Catriona for help negotiating the financial landscape of later life including care home fees for my parents. She was a great help at a difficult time. Really clear and no nonsense with her advice while being a lovely and compassionate person which is exactly what you need in these situations, recommended.

29 mai 2026
Avis spontané
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Réponse de Chase de Vere

We are so glad Catriona was able to support you during what can be such a challenging and emotional time. Providing clear, practical guidance while remaining compassionate is exactly what she strives for, so it’s wonderful to hear that this came through in your experience. We really appreciate your recommendation and wish you and your family all the very best.

Noté 5 sur 5 étoiles

Excellent

Excellent. Fantastic advisor. Feel confident in their advice.

3 février 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks!

Noté 5 sur 5 étoiles

Great guidance.

Good, honest, friendly, informative, professional.

1 mai 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks!

Noté 5 sur 5 étoiles

5 stars - Outstanding Service from Start to Finish

I recently used Chase de Vere for a remortgage and I cannot speak highly enough of Declan O'Callaghan. From the very first conversation, Declan was professional, efficient and incredibly organised. He took the time to fully understand my circumstances and objectives, and guided me through every step of what could have been a complex and stressful process with complete clarity and confidence.

What really stood out was Declan's communication - he was always prompt, proactive and thorough, keeping me fully informed at every stage. He handled the application with such efficiency that the mortgage was approved in a near-record turnaround, which speaks volumes about the quality of his work.

Declan was methodical in his approach, patient with my questions, and always made time to ensure I understood exactly what was happening and why. Nothing was ever too much trouble. It was an absolute pleasure dealing with him throughout, and I would not hesitate to recommend Declan and Chase de Vere to anyone looking for mortgage advice.

Thank you, Declan - truly first class service.

14 mai 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for your wonderful feedback. We’re thrilled to hear Declan delivered such exceptional, efficient service and made your remortgage experience smooth and stress-free. Thanks again!

Noté 5 sur 5 étoiles

Gurdev Bansal was very knowledgeable…

Gurdev Bansal was very knowledgeable and helpful with ideas I did not think of to help maximize potential after employment income.

7 mai 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for your kind words. We’re delighted to hear Gurdev’s expertise and innovative ideas helped you uncover new opportunities to maximise your post-employment income. Thanks again!

Noté 5 sur 5 étoiles

We worked with Declan and it was a…

We worked with Declan and it was a great experience. It was not a straightforward journey because the property was in receivership and had a high service charge making it challenging to find a lender.

Despite all the complications and additional security checks, Declan expertly navigated the hurdles enabling us to get a great mortgage product at an attractive rate with flexible repayment terms.

We would highly recommend Chase de Vere!

14 mai 2026
Avis spontané
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Réponse de Chase de Vere

Thank you so much for your kind words and for taking the time to share your experience. We’re delighted to hear that Declan was able to guide you through what was a particularly complex situation and secure a mortgage that met your needs. Wishing you all the very best in your new property!

Noté 5 sur 5 étoiles

Very knowledgable and responsive

Very knowledgable and responsive . They helped me identify the right mortgage provider for my needs and supported me well in solving any issues

8 mai 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks!

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