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

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.
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.
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.
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 .
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!
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 !!
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.
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.
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.
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