Chase de Vere
1 Cornwall Street, West Midlands, United Kingdom
About Chase de Vere
Chase de Vere is an esteemed establishment within the finance industry and a distinguished point of interest located in the heart of Birmingham, United Kingdom. With its professional team of expert financial advisers, Chase de Vere offers bespoke financial planning services to a diverse clientele.
The institution prides itself on its reputation for providing top-notch financial guidance and advice, ensuring that every client receives customized solutions that fit their specific financial goals and needs. The team at Chase de Vere combines their extensive industry knowledge with the latest technological advancements to offer cutting-edge financial planning services that are tailored to each client’s requirements.
The institution's offices are located at 1 Cornwall St, Birmingham B3 2DX, and are easily accessible via public transportation. Upon arrival, clients are welcomed into a professional and inviting environment where they can discuss their financial concerns with one of Chase de Vere's expert advisers in complete comfort and privacy.
Whether a client is seeking guidance on pensions, investments, or insurance, Chase de Vere is fully equipped to provide expert advice and solutions, helping them achieve their financial objectives. Their extensive experience and meticulous attention to detail ensure that the institution is the go-to choice for all financial planning needs in Birmingham.
Chase de Vere is the establishment to turn to for unmatched financial guidance and advice. With its team of expert advisers, state-of-the-art technology, and dedication to customer satisfaction, it is the quintessential choice for anyone seeking excellent financial planning services.
Photos of Chase de Vere
1 Cornwall St, Birmingham B3 2DX, United Kingdom
Opening hours of Chase de Vere
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:
Day off
Sunday:
Day off
Reviews of Chase de Vere
"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!"
"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 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."
"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."
"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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