Chasedeveremedical Reviews

Review

Jeremy provides prompt relevant advisefor investment pensions insurance future savings goals truly 360 degree review each time

Jay Dhaliwal took the time to explain

Jay Dhaliwal took the time to explain to me my individual choices regarding pensions and my retirement planning She offered sensible advice on my savings plan to reach my retirement goals Her knowledge on the subject was good Looking forward to my next meeting with her

Excellent proactive support

I had excellent support from my chase de vere mortgage adviser Matthew The documents coming through to me from the vendor were very delayed putting pressure on the timing of the mortgage offer and he was extremely reassuring and helpful throughout He was very approachable also The approach from chase de vere and my advisor helped me have confidence to make the purchase

REDUNDANCY AND EARLY RETIREMENT OPTIONS

I was contacted by Daniel Keeping Financial Advisor who was able to go over my queries to help me to make a decision around whether or not to applying for voluntary redundancy early retirement ill health retirement I was advised on the best options suited to my personal circumstances and he was very understanding and easy to talk to I will definitely be contacting him again in the future Thank you

Very personable and helpful pension advice

Sophie has supported me with pension advice for my NHS retirement She has been excellent in navigating me through the NHS pension changes and helping me understand what this means for me and how I can plan for my imminent retirement She is very personable and practical in her approach which means I can understand what she is talking about For someone who is not very finance orientated she is a real asset I can so recommend Sophie and have done to several colleagues and friends

Provided a great broker service for

Matt Bryant Provided a great broker service for remortgaging and sorting life insurance for us Got me a great deal at a very difficult time for the financial markets Supportive and helpful the whole way through Highly recommend

Harry Singh has been extremely helpful

Harry Singh has been extremely helpful polite and efficient We were in contact on a Saturday and he responded very quickly Excellent overall Aaron Jassi has also started supporting us and it has been great too

Excellent at arranging mortgage for self-employed

Despite being self-employed with only one year of accounts Aaron and Harry at the mortgage team were brilliant in securing a mortgage offer for me They took the hassle away from me by arranging it directly with the lender and kept me in the loop with regular updates I would highly recommend them