Chase de Vere Reviews 

1,130
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Looking at 148 reviews, reviewers overwhelmingly had a great experience with this company. Clients consistently highlight the incredible dedication of the staff, describing them as exceptionally knowledgeable, friendly, and approachable during every financial consultation. Reviewers mention that advisors take the time to answer all questions thoroughly, putting minds at rest without ever applying any pressure. People note that mortgage and pension specialists provide remarkably clear guidance, transforming complex paperwork and procedures into smooth, stress-free journeys. Consumers also appreciate the prompt, responsive communication and flexible service expertly tailored to individual long-term retirement and investment needs. Overall, individuals feel deeply supported by professionals who consistently go above and beyond to ensure excellent results.

What people talk about most

Staff

Customers had positive experiences with staff, highlighting their knowledge, professionalism, and friendly... See more

Service

People report positive experiences with service, highlighting the friendly, professional, and thorough... See more

Customer service

Customers consistently note positive experiences with customer service, praising advisers for their... See more

User experience

Reviewers mention positive feedback about user experience, highlighting transparent processes and friendly... See more

Response time

Reviewers highlight positive aspects of response time, noting that advisers contact them quickly and keep... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

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... See more

Company replied

Rated 5 out of 5 stars

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 adv... See more

Company replied

Rated 5 out of 5 stars

I was made redundant May 2025 and didn't really understand what to do financially. Contacted Catriona Smith financial advisor who came to my home and broke everything down,explained everything I ne... See more

Company replied


Company details

  1. Financial Consultant
  2. Financial Planner

Written by the company

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.


Contact info

4.9

Excellent

TrustScore 5 out of 5

1K reviews

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No recent history of asking for reviews

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4.9

All reviews

(1,130)

142 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Great guidance.

Good, honest, friendly, informative, professional.

May 1, 2026
Unprompted review
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Reply from 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!

Rated 5 out of 5 stars

5 stars - Outstanding Service from Start to Finish

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.

May 14, 2026
Unprompted review
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Reply from Chase de Vere

Thank you for your wonderful feedback. We’re thrilled to hear Declan delivered such exceptional, efficient service and made your remortgage experience smooth and stress-free. Thanks again!

Rated 5 out of 5 stars

Gurdev Bansal was very knowledgeable…

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

May 7, 2026
Unprompted review
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Reply from Chase de Vere

Thank you for your kind words. We’re delighted to hear Gurdev’s expertise and innovative ideas helped you uncover new opportunities to maximise your post-employment income. Thanks again!

Rated 5 out of 5 stars

We worked with Declan and it was a…

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!

May 14, 2026
Unprompted review
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Reply from Chase de Vere

Thank you so much for your kind words and for taking the time to share your experience. We’re delighted to hear that Declan was able to guide you through what was a particularly complex situation and secure a mortgage that met your needs. Wishing you all the very best in your new property!

Rated 5 out of 5 stars

Very knowledgable and responsive

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

May 8, 2026
Unprompted review
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Reply from 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!

Rated 5 out of 5 stars

Harry Steele was excellent and gave…

Harry Steele was excellent and gave very good advice.

April 23, 2026
Unprompted review
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Reply from Chase de Vere

Thank you for leaving a positive 5 star review for Harry! We will pass on the comments to him - thanks!

Rated 5 out of 5 stars

Pensions and financial investments

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.

April 29, 2026
Unprompted review
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Reply from Chase de Vere

Thanks for leaving a review for Oliver, it's great to hear he was able to help you. We will pass on the comments - thank you!

Rated 5 out of 5 stars

5 stars for 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.

May 1, 2026
Unprompted review
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Reply from Chase de Vere

Thank you so much for your kind words. We’re delighted to hear that Aaron and Karima made the process smooth and supportive, and we’ll be sure to pass on your lovely feedback to them. Thanks again.

Rated 5 out of 5 stars

good service

I get very good service

March 23, 2026
Unprompted review
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Reply from 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!

Rated 5 out of 5 stars

Trust in Chase de Vere is the the first…

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.

May 4, 2026
Unprompted review
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Reply from 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!

Rated 5 out of 5 stars

Great service and support from Harry as…

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.

May 1, 2026
Unprompted review
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Reply from Chase de Vere

Thanks for leaving a 5 star review for Harry, we're glad to hear he was able to help you with your mortgage. Thank you!

Rated 5 out of 5 stars

Fantastic experience

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

April 1, 2026
Unprompted review
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Reply from Chase de Vere

Thanks for leaving a 5 star review for Jyoti. We're glad to hear she helped you with your mortgage. Thank you!

Rated 5 out of 5 stars

Excellent Service

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.

February 20, 2026
Unprompted review
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Reply from 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!

Rated 5 out of 5 stars

Chase de vere have been our financial…

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

April 27, 2026
Unprompted review
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Reply from 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!

Rated 5 out of 5 stars

My adviser is now like a friend

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.

April 15, 2026
Unprompted review
Chase de Vere logo

Reply from 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!

Rated 5 out of 5 stars

I had a meeting with Harry Steele…

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.

April 23, 2026
Unprompted review
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Reply from Chase de Vere

Thank you for taking the time to leave a 5 star review. We’re delighted to hear that Harry’s professional advice and thorough follow‑up gave you the clarity and confidence to plan for your future. Thanks again!

Rated 5 out of 5 stars

An excellent ambassador for 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.

April 15, 2026
Unprompted review
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Reply from Chase de Vere

Thank you very much for taking the time to leave such a thoughtful review. We’re delighted to hear about your long-standing relationship with Chase de Vere and your positive experience with Tom. We look forward to continuing to support you in the years ahead.

Rated 5 out of 5 stars

My Chase de Vere financial advisor was Oliver Orchant

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.

April 14, 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for your kind feedback. We’re delighted to hear that Oliver provided such knowledgeable and professional support.

Rated 5 out of 5 stars

Knowledgeable and great service

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.

April 13, 2026
Unprompted review
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Reply from 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!

Rated 5 out of 5 stars

Very positive experience!

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.

March 12, 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you so much for taking the time to share your experience. We’re delighted to hear that working with Oliver has given you confidence in your financial future.

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