Elizabeth shortlisted as the Independent Financial Adviser of the Year

We’re really pleased to announce that Elizabeth Hastings, who is a Chartered Financial Planner and a Fellow of the Personal Finance Society, working from our Leeds office, has been named as a finalist in the Independent Financial Adviser of the Year category at the Yorkshire Financial Awards 2024.

Elizabeth’s entry for these awards detailed her qualifications, experience and expertise, how she educates and empowers clients, the excellent client feedback she receives and the overall service she provides. It also included information on the support she gives to her colleagues and her charitable activities outside of work.

Elizabeth has provided outstanding advice, service and stability for her clients at Chase de Vere for the past 22 years, and this recognition follows her success at the Women in Financial Advice Awards 2023, where she was named as the Financial Adviser of the Year for the North-East.

The winners will be announced at an awards event in Leeds on Thursday 2 May 2024.

Content correct at time or writing.

  • Share