Successes for Chase de Vere Medical Advisers at Women in Financial Advice Awards

In our September newsletter, we announced that Chase de Vere had 10 employees who had been shortlisted as finalists in the Women in Financial Advice Awards 2023. This included two of our Chase de Vere Medical Advisers, Rachel Sartin from Bath and Jay Dhaliwal from Birmingham. The awards event took place on Wednesday 1 November 2023, and I’m delighted to announce that Chase de Vere received 6 accolades, including for both Rachel and Jay.

The financial advice profession remains male-dominated, despite the high number of exceptional female financial advisers and other professionals in the industry. This is why we’ve been advocates of the Women in Financial Advice Awards since they were launched in 2018. These awards celebrate the success of women working in financial advice.

We are really proud of all of our colleagues who were selected as finalists. This in itself is a fabulous achievement, when you consider that there was such strong competition from across our industry. To then have 6 colleagues who received accolades was incredibly pleasing, especially considering that no other company had more than 2 employees who won an award or were highly commended.

Rachel was announced as the winner of the Woman of the Year – ESG Advice category. This award is open to financial advisers and recognises those who act as role models in providing advice and supporting others within ESG advice. Rachel has been a long-term advocate of providing ESG and Ethical investment advice, where it is suitable for her clients.

Jay was highly commended in the Financial Adviser of the Year – Midlands and East Anglia category. This award recognises the leading female financial advisers in the Midlands and East Anglia.

Our award winners on the evening were:

  • Elizabeth Hastings, Financial Adviser of the Year – North-East
  • Rachel Sartin, Woman of the Year – ESG Advice
  • Jennifer Stone, Woman of the Year – Vulnerable Client Care
  • Rajveet Kang, Woman of the Year – Paraplanning

And our highly commended colleagues were:

  • Jay Dhaliwal, Financial Adviser of the Year – Midlands and East Anglia
  • Catriona Smith, Financial Adviser of the Year – Scotland & Northern Ireland

Well done again to all of our finalists. We do believe that this independent recognition at such prestigious industry awards is a real endorsement of the calibre of employees we have at Chase de Vere, both male and female, who are all focused on providing the best advice and service for our clients.

Content correct at the time of writing.

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