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
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2 étoiles
1 étoile

Aucun historique récent de demande d’avis

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A répondu à 100 % de ses avis négatifs

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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

Excellent firm with great pension…

Excellent firm with great pension investment advice.

21 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

Professional, clear, and proactive service ⭐⭐⭐⭐⭐

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.

9 janvier 2026
Avis spontané
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Réponse de Chase de Vere

Thank you for your kind review, we’re delighted to hear that Ashley’s clear communication, proactive approach, and attention to detail helped secure you a better rate, and we really appreciate your recommendation of Chase de Vere. Thanks again.

Noté 5 sur 5 étoiles

Expert advice with no pressure

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!

7 janvier 2026
Avis spontané
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Réponse de Chase de Vere

Thanks for leaving a 5 star review for your adviser, Harry. We will pass on the comments - thank you!

Noté 5 sur 5 étoiles

I found the two financial advisors

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.

23 décembre 2025
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 Catriona and Lewis were able to support you with such clarity, care, and professionalism. Thanks!

Noté 5 sur 5 étoiles

Mortgage application

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

29 décembre 2025
Avis spontané
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Réponse de Chase de Vere

Thank you for your feedback. We are pleased to hear that the mortgage team provided helpful and professional support throughout your mortgage application.

Noté 5 sur 5 étoiles

Straightforward and relatively simple

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

12 décembre 2025
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

Fantastic service from Chase De Verre

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

1 décembre 2025
Avis spontané
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Réponse de Chase de Vere

Thank you for your wonderful feedback, we’re thrilled Aaron provided such clear, responsive support and that you’d recommend us. Thanks again.

Noté 5 sur 5 étoiles

Very positive experience

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

2 décembre 2025
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

Outstanding customer service and…

Outstanding customer service and quality of advice

16 décembre 2025
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

A1 professional financial service

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 .

27 novembre 2025
Avis spontané
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Réponse de Chase de Vere

Thank you for leaving a 5 star review for Ross. We're glad to hear you highly recommend him. Thanks!

Noté 5 sur 5 étoiles

Good advice on retirement investing.

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.

26 novembre 2025
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 review

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

26 novembre 2025
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

Brilliant

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

21 novembre 2025
Avis spontané
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Réponse de Chase de Vere

Thank you for your wonderful feedback! We’re thrilled to hear Adam provided such amazing advice and that you’re so pleased with your experience.

Noté 5 sur 5 étoiles

I have over the last 15 years received…

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

19 novembre 2025
Avis spontané
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Réponse de Chase de Vere

Thank you so much for your kind words and for your continued trust over the past 15 years. We're delighted to hear that Andrew has consistently provided you with excellent financial advice - it's always rewarding to know our advisors are making a meaningful difference. We truly appreciate your loyalty and look forward to supporting you for many more years to come. Thanks!

Noté 5 sur 5 étoiles

An excellent

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

4 novembre 2025
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 advisers are friendly and…

Chase de Vere advisers are friendly and informative.

11 septembre 2025
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

Ash Adkins, Chase de Vere

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.

12 novembre 2025
Avis spontané
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Réponse de Chase de Vere

Thank you for leaving a 5 star review for your adviser, Ash. We're glad to hear you recommend him, thanks!

Noté 5 sur 5 étoiles

Personal, collaborative advise at a level we can understand

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.

23 octobre 2025
Avis spontané
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Réponse de Chase de Vere

Thank you so much for your thoughtful and detailed feedback. We're delighted to hear how positively you've experienced working with Catriona. Your kind words about her support during difficult pension dealings are appreciated. Many thanks.

Noté 5 sur 5 étoiles

Mortgage & Financial Advice

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.

30 octobre 2025
Avis spontané
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Réponse de Chase de Vere

Thank you so much for your kind words and thoughtful feedback. We're delighted to hear that both Declan and James provided clear, concise, and tailored advice throughout your home-buying journey. It's wonderful to know their professionalism and approachability made a real difference for you.

Noté 5 sur 5 étoiles

Tom Steel - IFA. Excellent pensions and investments advice.

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.

30 octobre 2025
Avis spontané
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Réponse de Chase de Vere

Thank you for leaving a positive review for your adviser Tom. We're glad to hear he was able to help you with your pensions and investments. Thanks!

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