Chase de Vere
📍 Retirement planning advisors in Birmingham
Chase de Vere provides a solid foundation for anyone seeking financial guidance. The team demonstrates a commitment to clear communication, ensuring even those new to investing or mortgages feel comfortable and informed. Their approachable advisors prioritize understanding individual needs and goals, which is incredibly valuable when navigating complex financial decisions. Professionalism and personalized support are key strengths.
I appreciate the emphasis on building a relationship and providing bespoke advice rather than a one-size-fits-all approach. The service fosters a sense of security and confidence, leaving clients feeling empowered to take control of their financial future. It’s a beneficial resource for those seeking reliable and trustworthy financial planning.
Information about retirement planning advisor in Birmingham - Chase de Vere
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Toilet
- Appointment required
- Appointments recommended
Customer Reviews
Chase de Vere has a rating of 5 out of 5 based on over 31 reviews on Google
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!
I chose Chase de Vere primarily because was recommended for dealing with medical professionals. I am very grateful to Aaron Joshi for helping me successfully throughout the mortgage process. From the very beginning of my application, he was most helpful and supportive with regards to finding the best bespoke deal to maximise the amount of borrowing. Despite some challenges with the lender's assessment of the case, Aaron made this process as smooth and efficient as possible. He was extremely responsive, patient and most importantly very proactive. I was getting updates from him as soon as there was a new development (even out of hours and also updating other parties involved such as the estate agent) and he explained everything into detail for me - outstanding customer focus. I will 100% recommend Chase de Vere to everyone. Thank you for guiding me through this so professionally and with real understanding and personality. Keep up the excellent work - Yasser
Many thanks to Aaron Jassi for his help and guidance throughout the mortgage process. Aaron went above and beyond to secure me the best rate available for my mortgage, it was reassuring to know that he was easily contactable and very proactive at pushing the process along. I wholeheartedly recommend Aaron's services to anyone in the property market.
I wanted to express my appreciation for the guidance and support throughout my mortgage journey. Aaron's expertise and dedication have helped securing a good mortgage deal, particularly noting the currently high interest rates. From the very first consultation, Aaron displayed an understanding of my unique needs and goals, patiently addressed all my questions and ensuring I had a comprehensive understanding of the options available to me. Happy with my choice.
Information about Chase de Vere
Address
Chase de Vere is located at 1 Cornwall St, Birmingham B3 2DX, United Kingdom
Phone
The phone number of Chase de Vere is +44 345 609 2002
Website
The website of Chase de Vere is: chasedevere.co.uk
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed