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Women in Financial Advice Awards

11 November 2024
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Chase de Vere were standout winners at this year’s Women in Financial Advice Awards event, which took place in London on Wednesday 6th November.

We’ve been advocates of the Women in Financial Advice Awards since they were launched in 2018 and we’ve had some success in that time, with 13 winners prior to last night’s event. However, the awards themselves have become far more competitive, as evidenced by the increasing number of entries each year, with many of the larger financial advice and financial services businesses entering as well as many of the best smaller regional firms.

We had seven finalists representing Chase de Vere and were delighted to secure four category wins and one ‘highly commended’ entry. Our winners were:

  • Catriona Smith, who is an Independent Financial Adviser from our Glasgow office, who won Woman on the Year for Vulnerable Client Care.
  • Rajveet Kang, who is a Development Manager from our Birmingham office, who won Woman on the Year for Paraplanning.
  • Rebecca Dorrian, who is a Corporate Adviser from our Birmingham office, who won Most Inspiring Returner.
  • Rubekka Sharma, who is an Independent Financial Adviser from our London office, who won Financial Adviser of the Year for London.

Our success at these awards is a reflection of the calibre of people working at Chase de Vere, and we’re really proud of all our finalists.

 

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