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
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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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We have just had our annual review with Alex Wyer from Chase Devere. Alex provides us with a comprehensive Portfolio Report and explained its content . We discussed plans for the future and Alex’s advice was invaluable. He explains in detail the pros and cons of our requests and makes suggestions that prove to be better solutions. Alex is a superb Financial advisor and we would like to thank him for his advice and friendly way the meeting is carried out.

Réponse de Chase de Vere
Through having contact with my financial adviser over many years, I have come to trust his knowledge and advice.

Réponse de Chase de Vere
Extremely friendly, knowledgeable, easy to approach, easy to communicate. Very knowledgeable about products and understanding of world issues.

Réponse de Chase de Vere
From start to finish Ashley Bowen was fantastic and helped us so much throughout the whole process. I can’t recommend enough!

Réponse de Chase de Vere
Harry at chase provided me with a free, no obligation consultation in which he was happy to discuss all aspects of my personal finance that I had questions about. He has a great understanding of the NHS and his time was very valuable. Thanks again

Réponse de Chase de Vere
Just had our annual review with Eunan Carr.
Eunan is always professional and takes care to explain the financial details in a way that is clear and in a way that can help us make informed decisions. It’s very reassuring to deal with someone we can feel confident with.
He also gave us 2 copies of ‘Keep Safe’ a booklet to keep track of our important information and all in one place. We have found this very helpful.

Réponse de Chase de Vere
I was supported by Rachel and Joe and they were both great. It was my first time buying a property, and I had no idea about how the process works. Fortunately, Rachel has helped me a lot with the mortgage itself, as well as the solicitors.

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Harry & Karima were amazing to work with. Guided me through the whole process of my mortgage and answered all questions i had. Great communication & professional service.

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Lee Brett is informative, reassuring and always positive. And despite so much negativity going on in the world right now our investments seem to be protected and moving forward - which is great.

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Fantastic experience !
I have been in contact with Ashley and his team, who helped me buy my first property. He and his team has been extremely helpful and clear throughout the journey. Highly recommend them.

Réponse de Chase de Vere
We found Catriona Smith through the Society of Later Life Advisers, when we were looking for a financial adviser for our elderly mother. She has been extremely helpful and we've been impressed by her knowledge, understanding, warmth and ability to answer and anticipate questions from our mum.

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Tom was very understanding and helpful putting our interests first.

Réponse de Chase de Vere
We have had Catriona Smith DipPFS, Cert CII (MP &ER) as our financial adviser for six+ years and has done a fantastic job dealing with our finances.

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What an incredible mortgage experience from Jyoti and Karima at Chase de Vere - they managed to turn around our mortgage offer in 3 days which was massively helpful in securing our offer. The entire process was quick, seamless and hassle-free - and took a lot less time than other brokers we have previously worked with. We are so grateful!

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Our advisor explained the world financial changes and movements in relation to our investments. He proposed changes to our investments which we approved, which have now been completed.

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I received excellent Pension Advice from Eunan Carr at Chase de Vere regarding my existing pensions. He explained everything very clearly and was extremely reassuring, knowledgeable and helpful at a difficult personal time for me. I would thoroughly recommend speaking with him and Chase de Vere.

Réponse de Chase de Vere
This was an excellent process from start to finish. I worked with Andrew F, who guided me through the whole process, carefully considering my needs and explaining my options.

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Regular friendly and professional financial reviews

Réponse de Chase de Vere
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