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Awards & Mentions

2020

Yorkshire Financial Awards 2020

Chase de Vere has been shortlisted as the Financial Adviser Team of the Year and one of our advisers, who is based in our Leeds office, has been shortlisted in the Independent Financial Adviser of The Year category for the Yorkshire Financial Awards 2020. The winners will be announced at an award event on 27 February 2020.

2019

thewealthnet’s Top Financial Planning Companies 2019

We have been named as one of ‘thewealthnet’s Top Financial Planning Companies’ for the tenth successive year. This list of top financial advice companies is derived by thewealthnet using their market research and knowledge to highlight the firms which are best equipped to provide financial planning advice to clients.

FT Adviser Top 100 Financial Advisers 2019

We have been named as one of the Top 100 financial advice firms by FT Adviser (part of the Financial Times Group). This looks at business production, the number of registered individuals, annual growth of the business, the level of adviser qualifications and the business tenure.

Retirement Planner of the Year 2019

Chase de Vere was selected as a finalist for a Best Individual Pension Advice Firm of the Year award at the Retirement Planner Awards 2019. This is based on advice and service we provide to our clients on retirement planning. We also had a winner in a Young Retirement Planner of the Year category for the third successive year.

Best Companies to Work For 2019

We have attained a ‘One to Watch’ accreditation in the Best Companies to Work For 2019. This demonstrates the good levels of engagement we have with our employees across our company. We have also been listed as one of the Best 50 Companies to Work For in Scotland, Best 75 Companies to Work For in the North West and one of the Best 75 Companies to Work For in Yorkshire and Humberside.

Women in Financial Advice Awards 2019

Four of our employees have been named as finalists in the Women in Financial Advice Awards 2019. These awards celebrate the achievements of women working in financial advice, which is still largely a male-dominated industry. Our finalists are two independent financial advisers, a corporate adviser and an investment manager. The results are announced on Wednesday 3 July 2019.

Money Age Awards 2019

We were shortlisted as finalists in the Financial Adviser of the Year (Medium to Large firms) category at the Money Age Awards 2019. This award looks at our overall advice proposition including feedback from our clients.

2018

Cyber Essentials Certified Company accreditation

We has been re-accredited with the highly respected 'Cyber Essentials' accreditation. This is a government-backed scheme which identifies the controls an organisation must have in place to address cyber security effectively and mitigate the risk from internet-based threats. The accreditation demonstrates that we have robust cyber security practices in place, so that our clients can feel confident the data we hold on them is secure.

Retirement Planner of the Year 2018

Jeremy Barham from Chase de Vere has won the award for the Young Retirement Planner of the Year (Scotland and the North of England) at the Retirement Planner Awards 2018. This award was based specifically on the quality of independent financial advice provided to the medical profession.

FT Adviser Top 100 Financial Advisers

We have been named as one of the Top 100 financial advice firms by FT Adviser (part of the Financial Times Group). This looks at business production, the number of registered individuals, annual growth of the business, the number of complaints it receives and the business tenure.

2017

Retirement Planner of the Year 2017

Simon Walshe from Chase de Vere has won the award for the overall Young Retirement Planner of the Year at the Retirement Planner Awards 2017. This award was based specifically on the quality of independent financial advice provided to the medical profession.

Thewealthnet's Top Financial Planning Companies

We were named as one of the Top Financial Planning Companies 2017 by thewealthnet. This is the eighth successive year that we have achieved this accolade. This list of top companies is derived using their market knowledge and research and highlights those advisers which are best equipped to provide financial planning advice to clients. The selected companies are independent firms that can offer clients advice across their financial affairs.

Unbiased Media Awards - Financial Adviser of the Year

We were selected by a panel of financial journalists and industry experts as the winner in the overall Financial Adviser of the Year category. This accolade is based on the quality of the overall information the Company provides to the financial media across the full spectrum of financial planning, including investments, pension and tax planning. This award is a fantastic endorsement of the high esteem in which we are held by the financial press.

Unbiased Media Awards - Investment Adviser of the Year

We were selected by a panel of financial journalists and industry experts as the winner in the Investment Adviser of the Year category. This accolade is based on the quality of the overall information the Company provides to the financial media across the full spectrum of investments and investment management.

Unbiased Media Awards - At Retirement Adviser of the Year

We were selected by a panel of financial journalists and industry experts as the winner in the At Retirement Adviser of the Year category. This accolade is based on the quality of the overall information the Company provides to the financial media for those looking at their financial planning at the point of retirement, including the best ways to access pension benefits.

Unbiased Media Awards - Value of Advice Ambassador

We were selected by a panel of financial journalists and industry experts as the winner in the Value of Advice Ambassador category. This accolade is based on the extent to which the Company works alongside the financial press and highlights and promotes the benefits of people taking independent financial advice.

Unbiased Media Awards - Tax Planning Adviser of the Year

We were selected by a panel of financial journalists and industry experts as runner up in the Tax Planning Adviser of the Year category. This accolade is based on the quality of the overall information the Company provides to the financial media across the full range of tax planning.

“My wife and I have been clients of Chase de Vere for several years, for advice and help to maintain and update our portfolios. We are very pleased with the service and the results from various advisers whose twice-yearly visits are invaluable.”