Reviews of Chase de Vere. (Financial Consultant) in Birmingham (West Midlands).

Chase de Vere

7 Reviews

7 Comments

Financial Consultant

Financial planner

1 Cornwall St, Birmingham B3 2DX, United Kingdom

Description

Information of Chase de Vere, Financial Consultant in Birmingham (West Midlands)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Chase de Vere

Reviews of Chase de Vere

W. S.

When you are in the early stages of retirement it is vastly important to know that your investment portfolio is in the hands of a competent independent financial advisor. Well having Jay manage our investments is that ten times over. We are delighted that we have Jay to rely on. She is super efficient, extremely professional and a really nice lady. You could not go wrong having Jay manage your financial affairs.

A. M.

I found Chase de Vere very attentive to their clients and intuitively recognising their financial needs. I had the most pleasant experience having Jay Dhaliwal as my adviser. She reviewed my financial situation carefully and provided me with personalised recommendation. She was transparent about arrangements with Case de Vere and explained it in detail. I was going back and forward with my investment decision due to some uncertainties with my job. She patiently assisted me through the process. She was fantastic in explaining my investing options and how to make the best use of my money. I am glad there’s this ongoing collaboration between BMA and Chase de Vere through which doctors can get a better understanding of how to look after their finances.

J. N.

Anna McPherson and Aaron Jassi were both extremely helpful and professional throughout the mortgage process. Even when the original plan became more complex they resolved all the issues we had. They replied quickly and clearly and made sure we well informed. I don't think we would of been able to get the mortgage we required without their help.

B. S.

Jay Dhaliwal My IFA, Jay Dhaliwal, continues to provide truly excellent support and advice. Like many senior doctors, I am currently trying to navigate the truly baffling annual and lifetime allowance tax issues, and Jay is hugely knowledgable and competent in this area, giving me tremendous confidence in my situation. Thank you so much

J. A.

Brilliant service from Chase de Vere. My advisors, Jas, Aaron and Ollie, ensured that the mortgage application process was straightforward and communicated very well throughout. Very impressed and would recommend to anyone.

G. L.

Excellent service from Harry and Aaron in facilitating our mortgage, with regular communication and sound recommendations.

A. T.

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