We met with Simon Walshe this evening via a video link. He was really easy to talk to and explained things in a very simple and easy to understand manner. We wanted retirement advice and he went throu... See more
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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, United Kingdom
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Reply from Chase de Vere
I recently used Chase de Vere for a remortgage and I cannot speak highly enough of Declan O'Callaghan. From the very first conversation, Declan was professional, efficient and incredibly organised. He took the time to fully understand my circumstances and objectives, and guided me through every step of what could have been a complex and stressful process with complete clarity and confidence.
What really stood out was Declan's communication - he was always prompt, proactive and thorough, keeping me fully informed at every stage. He handled the application with such efficiency that the mortgage was approved in a near-record turnaround, which speaks volumes about the quality of his work.
Declan was methodical in his approach, patient with my questions, and always made time to ensure I understood exactly what was happening and why. Nothing was ever too much trouble. It was an absolute pleasure dealing with him throughout, and I would not hesitate to recommend Declan and Chase de Vere to anyone looking for mortgage advice.
Thank you, Declan - truly first class service.

Reply from Chase de Vere
Gurdev Bansal was very knowledgeable and helpful with ideas I did not think of to help maximize potential after employment income.

Reply from Chase de Vere
We worked with Declan and it was a great experience. It was not a straightforward journey because the property was in receivership and had a high service charge making it challenging to find a lender.
Despite all the complications and additional security checks, Declan expertly navigated the hurdles enabling us to get a great mortgage product at an attractive rate with flexible repayment terms.
We would highly recommend Chase de Vere!

Reply from Chase de Vere
Very knowledgable and responsive . They helped me identify the right mortgage provider for my needs and supported me well in solving any issues

Reply from Chase de Vere
Harry Steele was excellent and gave very good advice.

Reply from 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.

Reply from 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.

Reply from 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.

Reply from 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.

Reply from 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

Reply from 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.

Reply from 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.

Reply from 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.

Reply from Chase de Vere
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.

Reply from 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.

Reply from 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.

Reply from 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.

Reply from 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.

Reply from Chase de Vere
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