Chase de Vere
About the company
Chase de Vere opened in 1969 and has been backed by Swiss Life since 2008. The firm operates over 200 advisers across 18 offices nationally. It provides independent financial advice. Specialist advice is offered for dentists, dental hygienists and therapists, doctors, self-employed people, and vets. Corporate services include pension schemes and employee benefits.
Services include retirement planning, investing, protection, mortgages, estate planning, funding care, and personal injury. Employees receive two paid volunteering days each year. Several advisers are Personal Finance Society Education Champions who visit schools. The firm supports charitable causes including Cancer Research UK and the Motor Neurone Disease Association (MND).
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I would thoroughly recommend this company to deal effectively with your investments. Our financial adviser is Eshvar and he handles all of my families finances in a confident and friendly manner.
Really great experience with Chase de Vere. I worked with Aaron J to secure my mortgage quickly, at a great rate and he really clearly communicated each step along the way. I would recommend working with Aaron to anyone, especially as a first time buyer who might not be sure on what to be doing and when!
I have only had my first session but I felt compelled to write this. I had the pleasure of working with Jay Dhaliwal on my finances who was so approachable and helpful. We went through everything from the basics of what savings account would be ideal for a person of my professional background snd into what stocks and shares would be ideal to invest in. At no point did she make me feel small for lack of financial knowledge and at every step of the way she was encouraging of my goals to develop my financial literature. I am completely happy with Chase de Vere and will be using their services in future.
Fantastic, easy and professional experience dealing with the purchase of my first home and everything that came with it. Aaron Jassi is friendly and diligent, leaving no stone unturned when it comes to purchasing a house and has been great throguhout. Would recommend Chase De Vere to anyone wanting a mortgage advisor!
Absolutely fabulous. Aaron Jassi is efficient and provides with bespoke service based on financial requirements. He was always available to address concerns or questions. He ensured that the mortgage process was stress free and straightforward as it could possibly be. Highly recommended.
Had my initial meeting with Jay and she was absolutely brilliant! I'm not proficient in finance or the finance world, and so she kept everything very simple for me to understand. We discussed what my financial aspirations are and in turn the best short and long-term plans to best achieve this. Jay gave me lots of tips and tricks I hadn't thought about or read about before and I left the meeting feeling a lot more confident and comfortable in making appropriate savings decisions. As a clinician, it was beneficial and comforting knowing Jay understood NHS pay schemes (including pension). I would highly recommend other medics to have consultation meetings with Jay!
We used Chase de Vere to secure a mortgage. We had Aaron Jassi as our Mortage Broker. He was friendly, efficient, professional and very quick. As first time buyers, he was excellent in explaining our different options and we successfully secured our first mortgage after a very smooth process. We have been very happy with this service.
Financial advisers in Birmingham compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Birmingham are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Chase de Vere (this page) | ★ 5,0 | 34 | No |
| 2 | Ethical Adviser | ★ 5,0 | 38 | No |
| 3 | Ashley Independent Financial Advisers | ★ 5,0 | 1 | No |
| 4 | J&P Financial Services | ★ 5,0 | 31 | No |
| 5 | Newstead Clark Financial Services Ltd | ★ 5,0 | 8 | No |
