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Reviews, get directions and contact details for Chase de Vere

"Chase de Vere Birmingham provide corporate and private clients with comprehensive, independent, financial services. Our team of professional experts have more than 50 years’ experience advising businesses and individuals."
Address: 1 Cornwall St, Birmingham B3 2DX, UK
Phone: 0345 609 2002
State: West Midlands
City: Birmingham
Zip Code: B3 2DX

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


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Reviews
Thank you to David Bridgewater at Chase de Vere who continues to provide me with sound and sensible advice for my investment portfolio. I have entrusted my finances to him for many years now in which time I have seen steady growth within my comfort zone. David has never-ending patience to explain to me the pros and cons of any investments and/or investment changes. I have also had total faith in his advice when needing to liquidate some of these investments. He is a credit to the company and his profession and I am grateful to the person who recommended him to me.
David Bridgewater has provided me with excellent financial advice for a number of years. I have always felt that he listens carefully to my individual needs, and advises appropriately for my personal situation. He has always been reliable, amenable and good at explaining my options. I have complete trust that he has my best interests at heart.
My financial adviser at Chase de Vere has given me excellent advice over a considerable number of years. This has allowed me to plan for my retirement with confidence. I am more than happy to recommend his services to my friends.
David Bridgewater has been my financial advisor for over 10 years. I have always found him very responsive as my financial needs changed over time. His advice is always measured and helpful and have been been please that the returns delivered over this extended period have been beyond my expectations
I had an introductory session with Jay Dhaliwal at Chase De Vere who was very professional and knowledgeable. I felt she really took the time to understand my financial situation, read through prior material I had passed on to her and formulated a comprehensive plan tailored to my finances. She particularly focused on how to optimise my savings and safeguard my investments. As a Medical professional I feel I have little insight in maximising my investments and her advice on this was highly valuable. I thoroughly recommend her and Chase de Vere for their advice!
My financial adviser at the Birmingham office of Chase de Vere has offered me excellent, friendly and well informed advice for a considerable number of years. Their advice has not only helped me to meet my current financial needs but also allowed me to plan for my future financial needs. I would have no hesitation in recommending their services to others.
Chase De Vere and my advisor Steve Barnes are wonderful at demystifying my financials and giving me confidence for the future. Highly recommended.
David Bridgewater has been the independent financial adviser for my wife and me since 1987 and it is always a pleasure to meet up. His knowledge of the financial services industry is second to none, and he has always given us sound and impartial advice on our joint and individual investments throughout that time, based on our agreed risk profiles and our prevailing personal circumstances. He has also maintained a record at our request of all our savings and investments, providing a single point of reference should the need arise. We always find him amenable in discussion and he always acts in our best interests. I find him particularly helpful in advising on when and which investments need review and which provide the best options for withdrawal of funds. Needless to say, he has our implicit trust, and our gratitude for his friendship and support over the years. Long may this continue.
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.
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