Chase de Vere Anmeldelser 

I was looking for advice on what to do with the several pension pots I had after retirement. I had had brief contact with Chase de Vere the previous year when I was considering retiring, but on that advice I waited until I knew exactly what I had. I was assigned an adviser, who contacted me quickly to find out what I was looking for, and to arrange a series of meetings. I feel that I received clear advice on investments and pensions that was appropriate to my circumstances and with which I am very happy

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 through what options we have taking into account the finances we have. There was no hard sale, just a compassionate understanding of what we are hoping to achieve and how to get there. He gave us advice which didn't actually involve further action at this point but we will definitely be using him in the future when the time comes to get our pensions.

Tom Steele demonstated good communication skills and provided all the relevant information I needed.
He promised to give me a prompt reply to my queries.

Harry Steele provided an extremely friendly and informative session with me to explain my NHS pension options in a clear and understandable way. He laid out options open to me and gave me time to consider the ramifications with an offer to clarify things further as needed. I felt a lot better informed and much happier having seen him. He also was open to further discussion about investment opportunities as I needed them. Excellent work Harry.

Had a free call with Harry Steele. Talked through all aspects of life insurance critical illness cover and income protection as well as NHS pension etc. have decided to move forward on policy based on his expert recommendation.

Smooth transition, no delays, and if there was anything I was unsure about they contacted the solicitors on my behalf. It's the second time I've used them and would use their mortgage services again.

Ashley Bowen – Mortgage advice
I contacted Ashley for advice regarding my current mortgage setup. He thoroughly reviewed all aspects with me and outlined the necessary steps I should follow. Ashley communicated with my current mortgage provider, where I had obtained an excellent rate. He then followed up with me to ensure I maintained that arrangement instead of opting for a complete remortgage.
Ashley was incredibly helpful, and I will be recommending him to my friends, family, and colleagues in the future.

I went for Chase De Vere as I wanted a financial overview and some financial advice with regards to income protection and James, Liam and Ollie helped me with understanding my finances better, as well as walking through the options and questions asked by income protection providers sensitively. They managed to find me a good income protection provider and were all very professional and helpful and patient with me.

I feel I have obtained very clear advice tailored to my individual needs.

This is the best financial management company I have ever dealt with. Yes they are expensive l, however they have been very attentive and I have done very well by them!

Ashley and his team were very helpful in guiding me through the process of purchasing my first home, always available to answer any queries and liaising with the mortgage provider and my solicitors where necessary. Would highly recommend Chase de Vere.

We approached Catriona for help negotiating the financial landscape of later life including care home fees for my parents. She was a great help at a difficult time. Really clear and no nonsense with her advice while being a lovely and compassionate person which is exactly what you need in these situations, recommended.

Excellent. Fantastic advisor. Feel confident in their advice.

Good, honest, friendly, informative, professional.

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.

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

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!

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

Harry Steele was excellent and gave very good advice.