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

Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.

A répondu à 100 % de ses avis négatifs

Répond généralement dans un délai de 24 heures

Comment cette entreprise utilise Trustpilot

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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

Harry Steele was excellent and gave…

Harry Steele was excellent and gave very good advice.

23 avril 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for leaving a positive 5 star review for Harry! We will pass on the comments to him - thanks!

Noté 5 sur 5 étoiles

Pensions and financial investments

Spoke to Oliver Orchant regarding pension and financial investments - Oliver provided me with clear advice and options, based on a solid diagnosis of my financial situation.

29 avril 2026
Avis spontané
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Réponse de Chase de Vere

Thanks for leaving a review for Oliver, it's great to hear he was able to help you. We will pass on the comments - thank you!

Noté 5 sur 5 étoiles

5 stars for Chase de Vere

Aaron and Karima have been so great throughout the process of purchasing our home. I really feel that they advocated on our behalf and were kind, professional and easy to communicate with.

1 mai 2026
Avis spontané
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Réponse de Chase de Vere

Thank you so much for your kind words. We’re delighted to hear that Aaron and Karima made the process smooth and supportive, and we’ll be sure to pass on your lovely feedback to them. Thanks again.

Noté 5 sur 5 étoiles

good service

I get very good service

23 mars 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

Trust in Chase de Vere is the the first…

Trust in Chase de Vere is the the first and foremost opinion to have in a firm having to deal with my hard earned money.

4 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

Great service and support from Harry as…

Great service and support from Harry as usual. Helped us secure a great rate considering the times. Will be back to use your services on our next renewal.

1 mai 2026
Avis spontané
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Réponse de Chase de Vere

Thanks for leaving a 5 star review for Harry, we're glad to hear he was able to help you with your mortgage. Thank you!

Noté 5 sur 5 étoiles

Fantastic experience

Fantastic experience. Jyoti oversaw my remortgage. Communication was excellent. I am happy with the deal that CdV secured for me and they made the whole experience straight forward and simple. Thank you

1 avril 2026
Avis spontané
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Réponse de Chase de Vere

Thanks for leaving a 5 star review for Jyoti. We're glad to hear she helped you with your mortgage. Thank you!

Noté 5 sur 5 étoiles

Excellent Service

I have been a client of Chase de Vere for some years.
I find they have a very personal approach. This can be with a face to face meeting or telephone calls directly with my Adviser. The IT systems are easy to use and there is always very thorough information which is easy to follow.
I have had a very good experience with good results.

20 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

Chase de vere have been our financial…

Chase de vere have been our financial advisors and they have provided an excellent service with a exceptional, professional and friendly advisor.

27 avril 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

My adviser is now like a friend

My adviser is now like a friend. He is friendly, helpful and understanding. During our meetings we have a cup of tea and a chat but he is very professional and knowledgeable.

15 avril 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 had a meeting with Harry Steele…

I had a meeting with Harry Steele regarding my pension. He was very professional, good knowledge on the subject and gave me a clear answers/advise for all my queries during the meeting and followed up promptly with an email of summary and any unanswered queries. I gained lot of insight and confidence to plan the future.

23 avril 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for taking the time to leave a 5 star review. We’re delighted to hear that Harry’s professional advice and thorough follow‑up gave you the clarity and confidence to plan for your future. Thanks again!

Noté 5 sur 5 étoiles

An excellent ambassador for Chase de Vere

Chase de Vere has been our financial adviser for many years. We would highly commend our present advisor, Mr Tom Lawson, for his knowledge, communication skills,empathy and all round professionalism. His clear wish to be available to us with advice or guidance on investment matters is and has been of considerable value to us.

15 avril 2026
Avis spontané
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Réponse de Chase de Vere

Thank you very much for taking the time to leave such a thoughtful review. We’re delighted to hear about your long-standing relationship with Chase de Vere and your positive experience with Tom. We look forward to continuing to support you in the years ahead.

Noté 5 sur 5 étoiles

My Chase de Vere financial advisor was Oliver Orchant

My Chase de Vere financial advisor was Oliver Orchant. He was very knowledgeable, professional and helpful. He dealt with all my queries effectively. I would have no hesitation in contacting him again should the need arise.

14 avril 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for your kind feedback. We’re delighted to hear that Oliver provided such knowledgeable and professional support.

Noté 5 sur 5 étoiles

Knowledgeable and great service

Our advisers were very knowledgeable, able to answer our questions and were responsive when we wanted to talk to them. They even spoke to the conveyancers for us to move things along. Will definitely be coming back when the mortgage is up for renewal.

13 avril 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

Very positive experience!

I've been working with Chase de Vere for the last couple of months and overall my experience has been very positive. Oliver Orchant took time to understand my financial goals, risk tolerance and my long term plans before recommending any investment strategy. His advice felt tailored rather than generic, which I appreciated. Apart from a structured investment plan, Oliver also looked and advised on income protection. I now feel more confident with my (and my family) financial future.
Communication has so far been excellent!
I would certainly recommend this advisor to anyone looking for financial guidance.

12 mars 2026
Avis spontané
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Réponse de Chase de Vere

Thank you so much for taking the time to share your experience. We’re delighted to hear that working with Oliver has given you confidence in your financial future.

Noté 5 sur 5 étoiles

Early Career Financial Planning

Tom Steele was incredibly helpful at giving guidance for the best first steps to take with regards to financial planning in the very early stages of my career. Really practical advice in terms that I could understand and implement without it feeling overwhelming and unmanageable.

8 avril 2026
Avis spontané
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Réponse de Chase de Vere

Thanks for leaving a review for Tom, we will pass on the comments to him - thank you!

Noté 5 sur 5 étoiles

Excellent service and continuous support

I linked with Chase de Vere via IPSE membership and at the time was in the middle of a 3rd unsuccessful re-mortgage application over 6 months. As soon as I engaged with Rachel I immediately felt confident in her knowledge of the lenders and she was able to raise a re-mortgage quickly and get advance information and pre-checks with people who had knowledge of underwriter requirements to minimise/avoid pitfalls I had before during the process. The whole end to end process including legal took exactly 4 weeks during which time I had immediate response to any questions or worries.

2 mars 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for leaving a 5 star review for Rachel. We're glad to hear she was able to help with securing your mortgage promptly. Immediate responses and reassurance during a stressful process can make all the difference. It’s wonderful to know that Rachel’s knowledge of the market and her proactive approach gave you confidence from the outset. Thanks!

Noté 5 sur 5 étoiles

Karima and Harry were very helpful in…

Karima and Harry were very helpful in discussing options and keeping me updated. They were also responsive and helpful throughout the mortgage process.

2 avril 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for leaving a review for both Harry & Karima. We're glad they were able to help you with your mortgage. Thanks!

Noté 5 sur 5 étoiles

Clarity of communication

Clarity of communication, verbal and written with clients, approachable staff, who don't 'blind one with science' and are efficient in carrying out what has been agreed.

11 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

Friendly, helpful and consistent support always

Their adviser first met with me a few years ago now and has been a great support ever since. Clear explanations and advice and at the end of a phone whenever I need it.

24 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!

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