Great representative
Great representative

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.
We had a very helpful mortgage advisor Rachel Harrison who was very communicative and helpful with any queries we had. The process was very smooth and quick. We highly recommend Chase de Vere.
Have been working with Bobby Harrison for more years than I would like to recall. Excellent adviser with vast experience in providing sincere and trustworthy guidance for pension investments.
We have known Simon Gardner for many years as our financial adviser. We trust his advice and do our best to follow it to the best of our ability. With his help our portfolio has grown very nicely. Currently we are changing our wills and we are receiving advice regarding inheritance tax. We hope that this relationship continues now he is with Chase de Vere.
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 have used Chase de Vere for more than 15 years . I have had the same adviser Paul for the entire time . I have lived off the interest on my investments since I retired in 2013 . My principal sum is greater than it was despite my complete dependence on funding my family . I have complete confidence in Chase de Vere and Paul 100%
The quiet self-assurance of the advisor, and his courtesy. The general feeling that he knows his subject well, giving positive advice. Also agreeable was his sense of humour.
Our mortgage advisor, Ashley, has ensured the mortgage application process has been very smooth and has always been on hand whenever we've had questions.
Worked with Ashley Bowen to secure a mortgage where others couldn't . Great communication, listened carefully to my needs and helped me get my house purchase over line.
We spoke to Byron Williams at Chase de Vere at length in regard to help with understanding the care system / care fees / issues around selling my parents home. He was understanding, extremely knowledegeable and patient. He spoke in clear english and explained things in a way we'd all understand - including my mum. After the call, he has continued to offer huge support to us. He is a truly lovely guy. I cannot recommend Byron highly enough
The advice my wife and I receive from Chase de Vere has always met our needs, very much being aware as octogenarions , of future health care and the limitation of inheritance tax
Please be aware that any advice their professional provided will be charged irrespective of whether a product is purchased/investment was made or not, different from how other IFAs operate in this field. This is left vague, misleading and not clearly explained. Beware of signing any document, entering any correspondence with these without obtaining clear explanation of charges. We felt misled, were charged, charges were reduced on seeking clarity.
Recently purchased my first property, and Rachel Harrison was my mortgage advisor. She's an absolute superstar! Very helpful, knowledgeable, fast and reliable. She really took time to understand my needs and circumstances and get me the best mortgage offer. She supported me every step of the way, even beyond just mortgage advice. Highly recommend!
Darryl Hoad has been my Chase de Vere financial adviser for 22years and over that time has provided me with excellent advice and support. During our regular review meetings Darryl always shows an empathetic concern for our general wellbeing before proceeding with a report on current national and world financial markets. It is good to have this independent view, before proceeding on to my portfolio performance and recommendations for any changes necessary to meet my personal risk profile. It is very reassuring to have Darryl`s guidance and advice, backed by the resources and reputation of Chase de Vere.
I've had a really positive experience working with Jack Carter as my financial advisor. Since switching my funds over, Jack has been incredibly helpful—he’s answered all my questions clearly and efficiently, and managed to turn around my initial report in no time at all. He’s made the whole process smooth and stress-free. Highly recommend!
James Briant is the kind of independent financial advisor you want on your side. He takes the time, over several face-to-face meetings, to understand your situation and what you are aiming for. He documents his understanding and makes his proposals whilst being completely clear about the charges involved. He keeps you up to date on the progress of transactions and responds promptly and thoughtfully. We recommend him unreservedly.
Rob McQuire always helpful and conscientious. The best financial advisor I’ve ever had.
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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