Chase de Vere Reviews 1,086

Harry Steele was excellent and gave very good advice.

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.

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.

I get very good service

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.

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.

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

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.