Chase de Vere Reviews 

Had a really informative and helpful meeting with Oliver,
He was personable and helped me with directing my finances in a way that suited me

Excellent advice that is based on specific customer requirements. I've been a Chase de Vere client for almost 10 years. The advice I have received has fully met my specific requirements.

I am a 54 year old GP married to a hospital doctor. Simon from Chase de Vere gave us valuable time to understand our financial situation clearly. This has allowed us to frame our financial planning in clarity for the first time. We are grateful for his time, patience and intelligent appraisal.

Very knowledgeable and professional advice. Very happy with the returns on our investments.

Adviser was very friendly and understanding to all our needs.and very clear in explaining all of our needs.there is no way we could have done all this ourselves.

I have always found Chase de Vere efficiant and
trustworthy in their help for me.

Rachel Harrison and Joe Edgar were a huge help throughout the process of buying our first home. They were always supportive, reassuring, and friendly, making everything much easier.

Without their help, we wouldn’t have made it on time. They made sure everything went smoothly and we could move in without any issues.

Both Rachel and Joe are genuinely great people who really care about their clients. We’ll definitely recommend them to anyone looking to buy a home.

Wishing them all the best!

A horrible experience over the last 18 months, I received conformation my last investment was move out this week from this company.

When my adviser moved to Chase, I soon followed with my investments. Soon after I could see he was more stress and worried. As expected he left after 6 months and I lost contact with him. In the space of 6 to 12 months I was passed to multiple advisers (around 3/4) who all ended up leaving. The turnover was so high. Finally with the current adviser I had enough, who also hinted of leaving the company.

Luckily, I bumped into my old adviser and got his LinkedIn and manage to find his new company. Finally after speaking with my daughter, I moved all my investments from Chase.

What the adviser told me about chase was worrying.
They were asking all advisers to move their client money to their own portfolio's to profit the company and increase investment amount within. However, the fund had limited history and very poor performance and not all advisers agreed to this, so maybe some good ones.

Not sure how they can be called 'IFA' if you are recommending in house portfolio.

After moving from this company, the last 12 months performance with new investment company has been great. I would add if you have been asked to move to their internal portfolio is to review carefully and maybe decline the offer.

Andrew Foyle has been my Financial Advisor for nearly four years. The support and advice that I have received from him regarding my pension and savings has been invaluable. Andrew was particularly supportive when I was experiencing health issues and needed to review my pensions and plan for the future. Previously, managing my pensions seemed complicated but Andrew explains things clearly, ensuring I understand everything. He will discuss and listen to what I need, and advise me on planning the best retirement for the future. He is great at explaining the financial terminology and will go the extra mile to help you.

I had a fantastic consultation through Chase de Vere with Oliver Orchant DipPFS, LLB (Hons).

Oliver did his due diligence before our appointment, whereby he contacted me to find out what I wanted from the consultation. He contacted me in a timely manner and responded quickly, with a professional manner. When I spoke to Oliver, he had even read an article I had written online, which was a lovely touch.

Regarding his structure of the consultation, it was clear throughout and Oliver was flexible in his approach.

Oliver is clearly very knowledgable, able to advise on a broad range of financial topics. Oliver was also not overly pushy with regard to what he was telling me about and picked up on what I wanted and tailored his advice accordingly.

I would highly recommend Oliver!

A very supportive, responsive and helpful team who worked very efficiently to secure a competitive mortgage offer for us. Thank you!

Thank you to Joe and Ashley for assistance with my remortgage application . Any question I had were answered promptly and clearly. My application for the new mortgage progressed smoothly and was recently completed. Am very pleased.

Would highly recommend! Really good staff, very helpful and resourceful. Ashley Bowen has assisted me in buying my first property, efficient and up-to-date with all services available.

I was made redundant May 2025 and didn't really understand what to do financially. Contacted Catriona Smith financial advisor who came to my home and broke everything down,explained everything I needed to do. Nearly a year on and just had my first full review and everything is great. I also have my pensions all sorted. Highly recommend Catroina
Brian

I’ve had the same Chase de Vere financial advisor for years. I’ve never felt the need to move anywhere else

Great insights, reccomendations and performance over many years. Thank you

Reviews always very professional and well structured. My financial advisor manages my portfolio very well and instils confidence in me with the decisions being taken

Dec, my mortgage advisor, was incredibly reliable, responsive and supportive throughout my remortgage process. Thank you very much for brilliant support.

Informal, but detailed and informative discussions with personal adviser who has made great efforts to familiarize himself with my circumstances and wishes.
Able to rely on extensive resources and expertise.
Additional advice and clarification available and accessible when needed.

Great company, with superb, human advisors, they understand personal situations with ease, when i needed to transfer my workplace pension it was done with ease, and since being with Chase, my portfolio has grown substantially, over 50% in the last 4 years