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
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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.
8 Exchange Quay, M5 3EJ, Manchester, United Kingdom
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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.

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

Reply from Chase de Vere
Extremely friendly, knowledgeable, easy to approach, easy to communicate. Very knowledgeable about products and understanding of world issues.

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

Reply from Chase de Vere
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

Reply from Chase de Vere
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.

Reply from Chase de Vere
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.

Reply from Chase de Vere
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.

Reply from Chase de Vere
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.

Reply from Chase de Vere

Reply from Chase de Vere
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.

Reply from Chase de Vere
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.

Reply from Chase de Vere
Tom was very understanding and helpful putting our interests first.

Reply from 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.

Reply from Chase de Vere
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!

Reply from Chase de Vere
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.

Reply from Chase de Vere
I have already mentioned previosly.

Reply from Chase de Vere
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.

Reply from Chase de Vere
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.

Reply from Chase de Vere
Regular friendly and professional financial reviews

Reply from Chase de Vere
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