We’re really pleased to announce that Chase de Vere has been shortlisted as finalists for two important industry awards.
We’ve been shortlisted for the Financial Adviser Firm of the Year (medium to large firms) category at the MoneyAge Awards 2025. This 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.” We were really pleased to win this award last year.
Our entry for 2025 is focused on our passion for providing truly independent financial advice, the expertise of our technical colleagues who support our advisers, the ways in which we develop our employees, and the feedback we get from our clients. The award winner will be announced on Wednesday 15 October 2025.
In addition, seven of our employees have been shortlisted as finalists in the Women in Financial Advice Awards 2025.
The financial advice profession is still mostly male-dominated, despite the 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 17 previous winners.
Our shortlisted employees for this year’s awards are:
Anna Owen, Independent Financial Adviser, Bath
- Woman of the Year – Vulnerable Client Care
Catriona Smith, Independent Financial Adviser, Glasgow
- Financial Adviser of the Year – Scotland & NI
- Woman of the Year – Vulnerable Client Care
Christina MacSween, Senior Paraplanner, London
- Woman of the Year – Paraplanning
Emma McNally, Independent Financial Adviser, Bath
- Financial Adviser of the Year – South-West
Jay Dhaliwal, Independent Financial Adviser, Birmingham
- Financial Adviser of the Year – Midlands & East Anglia
- Role Model of the Year (large firms)
Jennifer Stone, Independent Financial Adviser (Personal Injury), Bury
- Outstanding Contribution to the Profession
- Woman of the Year – Vulnerable Client Care
Rajveet Kang, Paraplanner Development Manager, Birmingham
- Woman of the Year – Paraplanning
- Role Model of the Year (large firms)
The winners will be announced on Wednesday 12 November 2025.