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
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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
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
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
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
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.
8 Exchange Quay, M5 3EJ, Manchester, Royaume-Uni
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Harry Steele was excellent and gave very good advice.

Réponse de Chase de Vere
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.

Réponse de 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.

Réponse de Chase de Vere
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.

Réponse de Chase de Vere
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.

Réponse de Chase de Vere
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

Réponse de Chase de Vere
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.

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

Réponse de Chase de Vere
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.

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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.

Réponse de 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.

Réponse de Chase de Vere
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.

Réponse de Chase de Vere
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.

Réponse de Chase de Vere
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.

Réponse de Chase de Vere
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.

Réponse de Chase de Vere
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.

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

Réponse de Chase de Vere
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.

Réponse de Chase de Vere
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.

Réponse de Chase de Vere
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