Chase de Vere Reviews 

1,125
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Considering 151 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being exceptionally helpful, knowledgeable, and approachable, making every single consultation comfortable and reassuring. Reviewers deeply appreciate the clear communication, professional guidance, and completely transparent approach provided throughout various mortgage and financial planning journeys. People frequently note that advisers are exceptionally prompt in responding to questions, offering dedicated time and tailored solutions that suit individual needs. Consumers also highlight the efficient digital systems, thorough portfolio reports, and smooth overall user experience when managing their long-term investments and pensions. Individuals feel fully supported by the friendly team, noting that interactions remain consistently pleasant and highly productive over many years.

What people talk about most

Staff

Users describe positive interactions with staff, highlighting their professionalism, extensive knowledge, and... See more

Service

People report positive experiences with service, highlighting the professional, friendly, and efficient... See more

Customer service

Customers consistently note positive experiences with customer service, praising advisers for being... See more

User experience

Reviewers highlight positive aspects of user experience, consistently praising the friendly and professional... See more

Response time

Customers report great satisfaction with response times and communication. People frequently mention that... See more

Reviews shaping this summary

Rated 5 out of 5 stars

The company has a great online portal which helps visualise all of the important details and feels very secure. My new advisor, Ruth Penman, has been excellent also. Friendly, very good communicator a... See more

Company replied

Rated 5 out of 5 stars

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 throu... See more

Company replied

Rated 5 out of 5 stars

We recently used Chase de Vere for our mortgage and couldn’t be happier with the service we received. Our mortgage advisor Ashley was incredibly knowledgeable and guided us through the whole process w... See more

Company replied

Rated 5 out of 5 stars

Ruth Penman took me through my finances and made helpful suggestions in a straight-forward and easy to understand way. We had several Teams video calls which were friendly and professional. She... See more

Company replied


Company details

  1. Financial advisor
  2. Financial Planner

Written by the company

We have been one of the country’s leading independent financial advisers for 50 years. Some of our clients have been with us for decades. That is because, as well as offering high-calibre, unconstrained advice, we continually strive to make sure our clients are satisfied. Our financial advice spans a wide range of services including pensions, wills, care funding and wealth management as well as business protection, employee benefits and workplace financial education. More than 15,000 clients trust us with the ongoing management of their financial affairs. We believe that’s because our advice is completely independent, and tailored to them. We do not offer one-size-fits-all solutions.


Contact info

4.9

Excellent

TrustScore 5 out of 5

1k reviews

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No recent history of asking for reviews

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4.9

All reviews

(1,125)

146 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Annual review of our Portfolio

We have just had our annual review with Alex Wyer from Chase Devere. Alex provides us with a comprehensive Portfolio Report and explained its content . We discussed plans for the future and Alex’s advice was invaluable. He explains in detail the pros and cons of our requests and makes suggestions that prove to be better solutions. Alex is a superb Financial advisor and we would like to thank him for his advice and friendly way the meeting is carried out.

25 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for taking the time to share your feedback. We’re delighted to hear that your annual review with Alex was such a positive experience. We’re grateful for your trust and are pleased that Alex has been able to help you plan confidently for the future. Thanks!

Rated 5 out of 5 stars

A basis for trustThrough having contact with my…

Through having contact with my financial adviser over many years, I have come to trust his knowledge and advice.

15 December 2025
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks!

Rated 5 out of 5 stars

Extremely knowledgeable

Extremely friendly, knowledgeable, easy to approach, easy to communicate. Very knowledgeable about products and understanding of world issues.

25 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks

Rated 5 out of 5 stars

Excellent from start to finish

From start to finish Ashley Bowen was fantastic and helped us so much throughout the whole process. I can’t recommend enough!

23 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for leaving a positive review for your adviser Ashley. We're glad to hear he was able to help you throughout the whole process. Thanks!

Rated 5 out of 5 stars

Harry at chase provided me with a free

Harry at chase provided me with a free, no obligation consultation in which he was happy to discuss all aspects of my personal finance that I had questions about. He has a great understanding of the NHS and his time was very valuable. Thanks again

19 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for taking the time to leave such a positive review. We’re delighted to hear that your consultation with Harry was so helpful, it’s great that he was able to answer all your questions during your meeting.

Rated 5 out of 5 stars

Annual review

Just had our annual review with Eunan Carr.
Eunan is always professional and takes care to explain the financial details in a way that is clear and in a way that can help us make informed decisions. It’s very reassuring to deal with someone we can feel confident with.
He also gave us 2 copies of ‘Keep Safe’ a booklet to keep track of our important information and all in one place. We have found this very helpful.

20 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

We’re delighted to hear that your annual review with Eunan was such a positive experience. We’re pleased that the Keep Safe booklets have been helpful in organising your important information. Thank you so much for taking the time to share your feedback.

Rated 5 out of 5 stars

Rachel and Joe are great

I was supported by Rachel and Joe and they were both great. It was my first time buying a property, and I had no idea about how the process works. Fortunately, Rachel has helped me a lot with the mortgage itself, as well as the solicitors.

18 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

We’re delighted to hear that Rachel and Joe were able to support you so well through your first home-buying experience. We really appreciate your feedback and wish you all the best in your new home.

Rated 5 out of 5 stars

Harry & Karima were amazing to work…

Harry & Karima were amazing to work with. Guided me through the whole process of my mortgage and answered all questions i had. Great communication & professional service.

13 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for taking the time to share your feedback. We’re so pleased to hear that Harry and Karima made the mortgage process clear and stress-free for you. We truly appreciate your review and wish you all the best in your new home journey.

Rated 5 out of 5 stars

Lee Brett is informative

Lee Brett is informative, reassuring and always positive. And despite so much negativity going on in the world right now our investments seem to be protected and moving forward - which is great.

3 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you so much for your feedback. We’re delighted to hear that Lee’s reassuring, positive approach has made such a difference for you.

Rated 5 out of 5 stars

Great

Clear, quick information with good explanation

17 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks

Rated 5 out of 5 stars

Fantastic experience

Fantastic experience !
I have been in contact with Ashley and his team, who helped me buy my first property. He and his team has been extremely helpful and clear throughout the journey. Highly recommend them.

10 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for leaving a 5 star review for Ashley. We're glad to hear he was able to help buy your first property. Thanks!

Rated 5 out of 5 stars

Catriona Smith - Later Life Advice

We found Catriona Smith through the Society of Later Life Advisers, when we were looking for a financial adviser for our elderly mother. She has been extremely helpful and we've been impressed by her knowledge, understanding, warmth and ability to answer and anticipate questions from our mum.

5 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thanks for leaving a review for your adviser. We're glad to hear she was able to help your mum. We will pass on the kind comments to Catriona, thank you!

Rated 5 out of 5 stars

Tom was very understanding and helpful…

Tom was very understanding and helpful putting our interests first.

4 March 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for leaving a review for your adviser Tom. It's great to hear he was understanding and put your interests first. Thanks!

Rated 5 out of 5 stars

Catriona Smith of Chase De Vere

We have had Catriona Smith DipPFS, Cert CII (MP &ER) as our financial adviser for six+ years and has done a fantastic job dealing with our finances.

27 February 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you so much for taking the time to share your feedback. We’re delighted to hear that Catriona has been supporting you for over six years and that you’ve had such a positive experience.

Rated 5 out of 5 stars

What an incredible mortgage experience…

What an incredible mortgage experience from Jyoti and Karima at Chase de Vere - they managed to turn around our mortgage offer in 3 days which was massively helpful in securing our offer. The entire process was quick, seamless and hassle-free - and took a lot less time than other brokers we have previously worked with. We are so grateful!

26 February 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you so much for your wonderful feedback, we’re delighted to hear that Jyoti and Karima made your mortgage experience so quick, smooth and successful!

Rated 5 out of 5 stars

Our advisor gave superb financial advice.

Our advisor explained the world financial changes and movements in relation to our investments. He proposed changes to our investments which we approved, which have now been completed.

9 January 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks

Rated 5 out of 5 stars

Excellent Pension Advice

I received excellent Pension Advice from Eunan Carr at Chase de Vere regarding my existing pensions. He explained everything very clearly and was extremely reassuring, knowledgeable and helpful at a difficult personal time for me. I would thoroughly recommend speaking with him and Chase de Vere.

25 February 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you. We’re delighted to hear that Eunan was able to offer clear, reassuring, and knowledgeable support during what was a difficult time for you. We’re grateful for your recommendation and are pleased that Eunan and Chase de Vere were able to help.

Rated 5 out of 5 stars

This was an excellent process from…

This was an excellent process from start to finish. I worked with Andrew F, who guided me through the whole process, carefully considering my needs and explaining my options.

13 February 2026
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you so much for taking the time to leave a 5 star review. We’re delighted to hear that Andrew provided such thoughtful guidance throughout your journey.

Rated 5 out of 5 stars

Regular friendly and professional…

Regular friendly and professional financial reviews

18 November 2025
Unprompted review
Chase de Vere logo

Reply from Chase de Vere

Thank you for taking the time to leave a 5-star review. If you have a second to let us know your adviser's name, please email us at client.feedback@chasedevere.co.uk. Thanks

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