Chasedevere Reviews

Chase de Vere Trusted Advisor Catriona Smith

I have been a client of Chase de Vere since 2011 My advisor throughout this time has been Catriona Smith I appreciate the way she deals with me my finances and my queries in a professional but friendly manner I find it easy to speak to her and ask her questions Catriona offers advice in a user friendly fashion which has helped me navigate my financial journey in a way I can understand Any queries I have are answered quickly with sound advice and knowledge of the markets and the financial climate

Catriona helped us on every step of the way

Catriona helped us on every step of the journey Her knowledge and experience made the form filling relatively straightforward and painless Any questions were answered promptly and in an easy to understand way I would recommend her to anyone embarking on their Equity Release journey

Catriona Smith - Highly Efficient Highly Valued

Catriona Smith is an amazing advisor Quite frankly I don t know what we would do without her Meetings with her be they online or in-person are always relaxed as she is so very approachable and easy to talk to But - Catriona is always highly efficient and professional As retirees we value her breadth of knowledge and her sound advice is very much appreciated

Very professional very efficient and very effective

Over the years we have dealt with chase de vere our experience has always been very positive The advisor is excellent very professional and personal we trust him and the company to do what fits us best and to date have never been disappointed even in tough economic climates

My financial advisor been very helpful and listerned to anyconcerns

My financial advisor Sarah Standeven as been very supportive and spent time going through information and making sure I understood relevant and key information Always available when required and responds quickly to any concerns I am sure I have made a good choice going with Chase De Vere

Excellent Personalised Advice and Service

My wife and I were very satisfied with the level of advice and service provided Our adviser Komal was honest and non-judgemental in his assessment of our financial situation He initially spoke to me but he also offered to speak to my wife on the second call so we can talk about our goal buying our first home He also followed up with my wife separately to discuss personalised financial plan for her As a result he was able to help us meet our separate needs in terms of income protection while advising us on the next steps for us to reach our goal

A Great Experience

We are very pleased with the service provided by Chase De Vere and in particular our advisor Jan Anderson and her supurb team We have seen our portfolio increase in value over many years thanks to everyone at Chase De Vere The advice given is always fully explained in simple terms and we have total trust in Jan and her team A big thankyou to Jan Anderson and all her loyal team members

Returning investorWe previously invested with CdV but to

We previously invested with CdV but to be honest we couldn t have picked a worse time in recent history to do so I had a wobble and took the funds back out Now i m getting ready to retire I had no hesitation in contacting Catriona Smith for help and advice pensions are a minefield but after speaking to Catriona again I m much more relaxed this time round Great advisor to deal with Will put you at ease from the outset