Chase de Vere Reviews

Quality comprehensive discussions and appropriate solutions. Not the cheapest of fees but results are pretty solid.

My experience with Chase de vere was great! Joe and Declan are really the A team! They are well experienced and I felt so reassured throughout the process of my mortgage application. I recommend them to anyone who is looking at getting a mortgage. I promise you won't be disappointed.

I have worked in the NHS for 42 years and going forward had both my NHS pension and a private pension to consider going into my retirement. I will not receive my state pension until I am 67. I wanted some advice on how to manage my assets. Pension planning felt like a minefield. My Sister and her husband recommended Gurdev Bansal from Chase de Vere, having been both pleased with the advice and returns on her investments over many years. I can not recommend Gurdev highly enough. He has made all the jargon understandable, given me options based on my financial situation and guided me through the pros and cons. Adding to this, he has supported and guided me through making further unplanned changes as my life situation has changed due to health issues. If your thinking about financial planning for the future, don’t hesitate, Gurdev is a win, win.

Thanks to Stuart Johnson and his predecessors of 53 years my wife and I have been able to enjoy a relaxed retirement,knowing that our long term financial needs have been anticipated and acted upon.Their professionalism has certainly created results for all of us.

Really impressed by Ashley who was extremely helpful and patient with us, he was excellent and would highly recommend. He helped us get a better mortgage deal when rates went down too. Many thanks!

Simon Gardner, professional, knowledgeable and helpful .

Ash Adkins was very helpful with my questions about pension schemes. He covered all the areas that I needed information on and even offered for further advice with another colleague. Thank you so much, highly recommended.

Very knowledgeable explained everything in plain English language discussed my options and confirmed my risk assessment excellent experience with the advisor and the company

I had an outstanding experience working with Ashley Bowen, my mortgage advisor at Chase de Vere. He was incredibly knowledgeable, patient, and proactive throughout the entire mortgage process. Every step was clearly explained, and he always made himself available to answer questions or address concerns, no matter how small. His attention to detail and genuine commitment to getting me the best possible outcome made the whole experience smooth and stress-free. I couldn't have asked for better support. It was truly brilliant from start to finish. Thanks to Ashley and the entire team at Chase de Vere!

Really great approachable advice when securing a mortgage thanks to Mortgage advisor Dec O’Callaghan. He made the whole process so smooth and got us a good deal!

Chase de Vere has for over 25 years provided me with a good return on my investments and very good service. Their advisors have always been very informative and helpful.

Simon is very informative, polite and helpful. We have benefited from his expertise and advice since his Lloyd & Whyte days and we look forward to continuing our relationship with him under the Chase de Vere banner.

I first met Derek Goodwin in 2017 when I needed some information and advice with regards to my NHS pension. Derek gave my advice and it was such a positive experience. I got in touch with Derek recently and he responded promptly and arranged an appointment. He clarified a few uncertainties that I had with regards to the different pension schemes. He spend time explaining the different pension schemes and changes over time. I shall certainly contact Derek before making any final retirement plans. He is up to date with all the SPPA changes and tax implications. It is very reassuring that I can contact Derek in future for his expert advice with regards to financial planning.

I first made contact with Kelly Kirby and her team at Chase de Vere in 2019. This was due to my business partner and l, being unhappy with our, then current financial advisor. A couple of years later l submitted a review complimenting Kelly and her team for a outstanding service and performance. Since my last review l have retired from my Managing Director role, but kept certain property and business interests. I did wonder if my retirement on a day to day basis would make an difference to Kelly and her team ? It did,they got better. People and businesses talk about continuous improvement but how many can actually say their customers would agree. I can assure you Kelly and her team on numerous occasions have just got better and better. They are a credit to Chase de Vere, and should be recognised as such. Congratulations Kelly !!

Aaron and Joe were incredibly efficient, helpful, and friendly in helping us secure the best mortgage. At the end of it all we are so glad we went with Chase de Vere.

I’ve had a very positive experience working with Gurdev Bansal. His guidance and communication around pension choices have been consistently professional, clear, and easy to understand. Gurdev made the entire process smooth and stress-free, with excellent communication throughout. Any questions I had were answered promptly and thoroughly. I highly recommend his services.

Rachel Harrison was an absolute privilege to work with. Professional, knowledgeable, trustworthy, compassionate and goes above and beyond to provide a fantastic service. I am very grateful to her for sourcing me the best mortgage available. She was also phenomenally supportive during the process.

Simon Walshe was fantastic. So helpful, knowledgeable and explained everything in easy terms. Excellent breadth of information provided and answered all of my questions. Definitely recommend.

I've been involved with chase de vere for many years and my advisor is very supportive in what my plans are regarding my various pensions. And if there is a better way for me , he tells me the options.

Our financial advisor takes a personal interest in our circumstances, he explains the granular details of our situation extremely well and is very knowledgeable and helpful with our various funds as we look toward retirement.