Chase de Vere Avis 

Our financial advisor offered good advice for pension and inheritance tax planning. The investments offered by Chase Devere have performed well over the time I have been a client of theirs.

My advisor helped me through the minefield that pensions can be, has given me confidence my pot should last my lifetime and is also very responsive if I message an enquiry.

I wish I’d never embarked on this investment journey .

By keeping its independence not to give its responsibilities to second party which is not fit for purpose.

They genuinely care about their clients.

I reached out to Gurdev following a recommendation of my friend , I needed some support with my benefits. Despite me not ever being likely to become a client he still treated me as if I was.

I have been looked after by Gurdev over the last 10 years and he has always been very polite, knowledgeable and thoughtful. At each review he has provided me with the confidence in our strategy and especially when markets haven't done so well. I would highly recommend Gurdev Singh

With all of the noise lately over pensions and IHT rule changes I reached out to him off the back of a linkedin post. He was very professional, calm and clear in his explanations. Saved me from making an irrational decision.

From the outset, chase de vere has been the perfect solution for me. Catriona Smith my adviser has been understanding, helpful and has performed exceptionally well with my funds.

My wife and i have been using Chase de Vere for a number of years . They are very professional , efficient and friendly. Considering the volatility of the las few years they have handled our pension portfolios very successfully

We recently completed our remortgage with HSBC through Chase Devere, and I want to extend heartfelt thanks to Aaron Jassi, Karima, and the entire admin team for their outstanding support throughout the process.
From the very beginning, Aaron demonstrated deep expertise and genuine care, guiding us through each step with clarity and confidence. Karima’s responsiveness and attention to detail ensured that no question went unanswered and no document overlooked. The admin team worked seamlessly behind the scenes, making what could have been a stressful experience feel smooth and well-managed.
Their professionalism, warmth, and commitment to getting things right made all the difference. We felt supported, informed, and reassured at every stage. I would not hesitate to recommend their services to anyone seeking financial advice or mortgage support.
Thank you all for helping us achieve this important milestone with such grace and efficiency.

Very responsive Mortgage Advisor, always available to answer questions. Helped us get a great deal on fixed term Mortgage, which ultimately will save us thousands of pounds. Thanks you!

I had several pension funds from previous employment which I wanted to amalgamate into one fund, but had no idea how to proceed. Chelsea Knowles at Chase de Vere was key in helping me navigate the many forms needed to complete the transfers. Chelsea has excellent financial knowledge and shares it in a very professional, friendly way.
I'm very happy with the advice provided and the product selection for my future retirement.
I would highly recommend Chelsea and Chase de Vere to anyone seeking financial advice.

Ian Hawke is an outstanding financial adviser, knowledgeable, professional, and genuinely focused on his clients’ best interests. His advice is always clear, well-researched, and tailored to my goals. I fully trust his recommendations and highly recommend him to anyone seeking expert financial guidance.

I’ve worked with Dec on my mortgage from the very first setup through to renewals, and every time he has been excellent. He comes across as trustworthy, always takes the time to explain things clearly, and shows real patience and understanding. He’s a reliable man. It’s been a genuine pleasure working with him. I also wish him well, both in his professional career and in his family life.

I first met our CDV IFA, Arnie Vashisht, at a presentation he gave as part of an outplacement seminar in 2018. I was very impressed with his talk and my wife and I arranged to meet with him shortly after.

Over the subsequent seven years Arnie and his team have managed our investment portfolio impeccably by understanding our risk profile, consolidating various pensions and investments onto a single platform and then managing those funds in such a way as to give us a regular, stable income. During this time he has conducted periodic reviews to assess the financial health of our portfolio and has been a constant source of excellent advice. Based on our experience with Arnie, I would not hesitate to recommend Chase de Vere services to anyone looking for sound independent financial advice/management delivered in an easy to understand and approachable manner.

After many years with your company I now have a consultant who makes everything clear

The advice I’ve received has been extremely useful and I knew I could ask stupid questions and have answers I could understand. I know I can trust my advisor to give me advice based on what is best for my situation. I know I can trust the information I receive.

I knew nothing about my pension and whether or not the funds it contained would be enough to support me. Chelsea Knowles at Chase was key to putting together what was needed to form a robust investment for the future, enabling me to retire earlier than expected. I cannot recommend her and her company highly enough.

Our advisor always has time for our queries and provides rapid responses and follows up on our agreed actions. She also offers alternative options and gives us confidence in her recommendations.