We’re really pleased to inform you that Chase de Vere has been shortlisted as finalists at two important industry awards events.
We’ve been shortlisted in the Financial Adviser Firm of the Year (medium to large firms) category at the MoneyAge Awards 2024. This category is open to financial advice firms with 250 or more employees and is “awarded to the financial adviser firm which has demonstrated a successful service, shows a true understanding of the advice market and puts clients at the heart of everything it does.”
Our entry focused on the importance of providing truly independent financial advice, our technical expertise, our client proposition, the ways in which we develop our employees and the feedback we get from our clients. The award winner will be announced on Thursday 17 October 2024.
In addition, Catriona Smith, Jay Dhaliwal, Jen Stone, Rachel Sartin, Rajveet Kang, Rebecca Dorrian and Rubekka Sharma, who are employees at Chase de Vere, have all been shortlisted as finalists in the Women in Financial Advice Awards 2024.
The financial advice profession is still mostly male-dominated, despite the high number of exceptional female financial advisers and other professionals in the industry. These awards were launched in 2018 and celebrate the success of women working in financial advice.
We’ve enjoyed a great deal of success at the awards, with 13 previous winners, including Jen Stone, Liz Hastings, Rachel Sartin and Rajveet Kang who all won awards last year.
The winners will be announced on Wednesday 6 November 2024.