Rachel Sartin has been named as the Financial Adviser of the Year for the South West

Rachel Sartin, Independent Financial Adviser for Chase de Vere based in our Bath office, has been named as the Financial Adviser of the Year for the South West, at the Women in Financial Advice Awards 2022. This is the second time that Rachel has won this award, following her success in 2020.

She was also selected as a finalist in the Woman of the Year for ESG Advice category, demonstrating her expertise in ESG and Ethical investing.

Rachel is qualified as a Chartered Financial Planner and specialises in providing advice to the medical sector. She is an expert on pensions, including the various NHS Pension Schemes, and retirement and estate planning.

Rachel has mentored several colleagues at work, helping them to develop their skills, sponsored numerous work experience candidates and conducted financial training for Chase de Vere’s administration team in Bath.

Rachel’s award win is the 9th success which Chase de Vere has had since the awards were launched in 2018, demonstrating the depth of talent we have in our business.

We would also like to congratulate Catriona Smith (Financial Adviser of the Year – Scotland & Northern Ireland), Jan Anderson (Financial Adviser of the Year – North East), Sharon Hamilton (Team Leader of the Year) and Cailin Lehmann (Woman of the Year – Financial Coaching) who were all finalists in their respective categories.

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