Chase de Vere is an independent financial advisory firm based in the UK, specializing in providing tailored financial advice to individuals and businesses. The company offers a range of services that include retirement planning, investment strategies, estate planning, and wealth protection, catering to the unique financial journeys of its clients. Chase de Vere understands the complexities of different professions and offers specialized advice for groups such as dentists, doctors, and self-employed individuals, ensuring that the financial solutions provided are relevant to their specific needs. In addition to individual services, Chase de Vere supports businesses of all sizes with bespoke corporate services, including pension schemes and employee benefits. By focusing on innovative solutions, the company aims to enhance workforce wellbeing while strengthening the financial position of organizations. With a commitment to guiding clients towards a confident financial future, Chase de Vere emphasizes the importance of personalized financial strategies tailored to meet both personal and corporate goals.
Chase de Vere receives overwhelmingly positive feedback from its clients, with many praising the knowledgeable and friendly advice provided by their advisors. Reviewers highlight the tailored pension advice and the clear explanations given during consultations, which help demystify complex financial topics.
Individuals like Catriona Smith and Ash Adkins are specifically noted for their exceptional support and understanding of clients' needs, particularly for those approaching retirement. The efficiency and professionalism of the team, including mortgage advisors like Harry and Karima, further enhance the overall experience. However, a small number of reviews express concerns about the initial remote communication, suggesting a desire for more personal interaction.
Summary generated with AI from recent reviews
Each source counts by its number of reviews. Only reviews written by people are scored.
| Source | Rating | Reviews | Weight | 6-mo | Fake risk |
|---|---|---|---|---|---|
Trustpilot Imported Trustpilot reviews | 4.9 | 60 | 100% | +0.1 | ● Low |
Monthly average rating from reviews written by people · latest review Sep 2025.
| Month | Average | Reviews |
|---|---|---|
| Apr 25 | 4.5 | 8 |
| May 25 | 5.0 | 15 |
| Jun 25 | 5.0 | 8 |
| Jul 25 | 5.0 | 7 |
| Aug 25 | 4.9 | 20 |
| Sep 25 | 5.0 | 2 |
Share of positive (4–5★) and negative (1–2★) reviews mentioning each topic · based on the 60 most recent reviews.
“We have always found Catriona Smith to be exceptionally helpful and supportive”
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Finance & Insurance.
| Company | Overall | Legit | Service | Value | Trend | Reviews |
|---|---|---|---|---|---|---|
| 4.9 out of 5 (good) | 100 out of 100 | 5.0 out of 5 (good) | 4.0 out of 5 (good) | — | 60 |
| 4.2 out of 5 (good) | 100 out of 100 | 3.3 out of 5 (fair) | — | — | 1,200 | |
| 4.7 out of 5 (good) | 100 out of 100 | 4.7 out of 5 (good) | 4.7 out of 5 (good) | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | 4.9 out of 5 (good) | 4.7 out of 5 (good) | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | 4.7 out of 5 (good) | 3.9 out of 5 (good) | — | 1,060 |
Bottom line: Chase de Vere is #1 of 5 on overall rating in this group. On value, Frontier Home Insurance scores higher (4.7 vs 4.0).
60 reviews of Chase de Vere. Filter by what matters to you.
Over a year ago
I was introduced to Chase de Vere through a Pensions Forum arranged by my Company for employees close to retirement. Of the Companies that presented, I felt most in tune with Chase de Vere. Their Fina... See more
Over a year ago
Knowledgeablr and friendly advice
Over a year ago
We have always found Catriona Smith to be exceptionally helpful and supportive. As a member of the Later Life Society, she has a real understanding of the needs and concerns of people in later life. A... See more
Over a year ago
I am generally not used to video conferences but this one was conducted in a relaxed way which took me through the different points in a relaxed way. Simon Gardner explained the various possibilities... See more
Quick answers to the questions people ask most.
Yes, Chase de Vere is a legitimate company with a strong reputation in the finance and insurance sector. They have received numerous high ratings and positive reviews from actual customers, highlighting their expertise and personalized service.
No, Chase de Vere is not a scam. They have verified reviews showcasing consistent customer satisfaction and positive experiences, such as helpful advice and thorough support.
Chase de Vere offers a range of financial services including pension advice, mortgage assistance, and investment guidance. Customers appreciate their tailored approach to individual financial needs.
Chase de Vere typically accepts payments through various methods depending on the service, which can include direct bank transfers and credit card payments. It's best to confirm specific payment options during your consultation.
You can contact Chase de Vere through their website, where you’ll find options for phone consultations, email inquiries, and video conference appointments. Many clients have praised the responsiveness and professionalism of their advisors.
Anyone can write a CrowdTrust review. People who write reviews have ownership to edit or delete them at any time, and they'll be displayed as long as an account is active.
I was introduced to Chase de Vere through a Pensions Forum arranged by my Company for employees close to retirement. Of the Companies that presented, I felt most in tune with Chase de Vere. Their Financial representative Gurdev Singh gave a really clear presentation. I had a number of pension pots that I had accrued over my working life and wanted to combine into one to provide me with a pension. Chase de Vere Financial advisor Gurdev Singh took the time over several meetings to understand my financial position and make clear recommendations around what I wanted to do and what was best for me financially. To this end Chase de Vere presented a fully documented report outlining decisions made, risks, costs etc. so I was completely clear on what Chase de Vere were offering and what they could do for me before making any final commitments. Pensions Companies strongly advise the use of a Financial advisor when making decisions on drawing a pension as its important to get the correct advice. Based on my experience with Chase de Vere and their Financial advisor Gurdev Singh I felt very happy to go with their proposals and have them administer my pension.
Knowledgeablr and friendly advice
We have always found Catriona Smith to be exceptionally helpful and supportive. As a member of the Later Life Society, she has a real understanding of the needs and concerns of people in later life. As pensioners, we truly value the way she takes time to explain everything clearly and patiently, making sure we feel comfortable and confident in our decisions. Her advice is always thoughtful and in our best interests, and it’s clear she genuinely cares about the people she helps. Catriona consistently goes above and beyond, and we could not ask for better guidance.
I am generally not used to video conferences but this one was conducted in a relaxed way which took me through the different points in a relaxed way. Simon Gardner explained the various possibilities and answered my questions in a useful way.
The advisers are friendly, helpful and clear, and understand my needs. The documents are also clear.
I was very pleased with my appointment with Ash Adkins. He was extremely considerate, quick to grasp my situation and thorough in his advice. I felt reassured and understood.
Met with Derek Goodwin for financial advice, and was very helpful and thorough. Went through retirement options and future planning with me. An excellent, and knowledgeable advisor.
We took out our first (sizeable) mortgage with the help of Mike and Joe from Chase de Vere. They were excellent at explaining every step and answering any questions we may have had during the process. Up to the very last minute, they kept an eye out for deals or lower rates. Ultimately, we got a good rate (in the current climate) and had excellent service from Chase de Vere all round!
Great advice from a very experienced advisor
I met with Gurdev Bansal to help me with various pension pots as I wasn’t sure what the best approach was. He was really knowledgeable, helpful and supportive, especially I was a bit anxious. My pensions are modest but he took the time, explained it all and has given me a way forward that I feel happy and assured gives me the best options for my future. Appreciate this great service from Gurdev (who was recommended by a mutual acquaintance). Will definitely consult him again if I need further advice. Recommend!
I have been with Chase de Vere for many years and my advisor Ash Atkins could not have been more helpful and encouraging due to my long and protracted financial issues. He has kept in touch throughout the past year. I would have no hesitation in recommending Ash for any financial requirements.
Rachel was excellent, I was so impressed at how she was able to make sense of all my complicated nhs pension information, which I have struggled to make sense of & within 10m she was able to synthesise all my info & give clarity on my pension provision. The experience was extremely helpful.
Chase de Vere were incredibly easy to work with, polite, professional and efficient. Our mortgage was sorted with the help of Harry and Karima. They were both incredibly supportive and enthusiastic to help us get the best mortgage. They were always available to help and the whole process was easy because of their expertise and knowledge. We would 100% recommend Harry and Karima at Chase de Vere and would definitely seek their assistance for any of our future needs.
Initially concerned that all contacts would be 'remote' and impersonal but telephone and electronic communication worked and the case worker was extremely pleasant and even more imprtantly, very efficient and quickly found a suitable lender and facilitated and managed the process to our complete satisfaction.
We appreciate an advisor who has been with us through the many permutations of our finances, house moves and a family growing up. Richard is always able to guide us to the most appropriate use of our investments, whether it be choosing the right level of risk, minimising CGT, when to cash in, whilst also keeping an eye on inheritance tax planning. He can couch his explanations in plain English! We value the face to face review meetings and the knowledge that an expert, well acquainted with our situation, is only ever a phone call or email away.
My experience over the years with Chase de Vere has been excellent. Giving me positive financial advise and helping me build a strong portfolio.
Simon Gardner explained clearly the reason for switching funds which would benefit me. It helps to explain with a sense of humour as he does.
After a bad start with Chase de Vere I now have a great Financial Adviser Richard Jameson there who is fast, responsive and very helpful.
Very efficient, professional and approachable company. In particular mortgage advisor, Aaron Joshi was excellent in guiding us to make our remortgage process as smooth and easy as possible.
Chase de Vere is an independent financial advisory firm based in the UK, specializing in providing tailored financial advice to individuals and businesses. The company offers a range of services that include retirement planning, investment strategies, estate planning, and wealth protection, catering to the unique financial journeys of its clients. Chase de Vere understands the complexities of different professions and offers specialized advice for groups such as dentists, doctors, and self-employed individuals, ensuring that the financial solutions provided are relevant to their specific needs. In addition to individual services, Chase de Vere supports businesses of all sizes with bespoke corporate services, including pension schemes and employee benefits. By focusing on innovative solutions, the company aims to enhance workforce wellbeing while strengthening the financial position of organizations. With a commitment to guiding clients towards a confident financial future, Chase de Vere emphasizes the importance of personalized financial strategies tailored to meet both personal and corporate goals.
This profile hasn't been claimed by the business owner.
