“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.”
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Awards & Mentions
2024
Corporate Adviser Awards 2024
Chase de Vere has been shortlisted in the ‘Best Pension Adviser’ and ‘Best Group Risk Adviser’ categories. These awards assess the quality of Corporate advice and service provided to employers and their employees. The winners will be announced on 27 June 2024.
Yorkshire Financial Awards 2024
A Chase de Vere Adviser has been shortlisted in the Independent Financial Adviser of the Year category, which assesses the services provided by Advisers who offer financial advice to clients in Yorkshire. The winner will be announced on 2 May 2024.
Business Quality Awards 2024
Chase de Vere has been shortlisted in the Outstanding Performance category. This award assesses the quality of protection applications which Chase de Vere submits on behalf of its clients. The winners will be announced on 21 May 2024.
2023
Professional Adviser Awards 2023
Chase de Vere had one individual category win and was also shortlisted in the Best Adviser Firm for ESG category. This category recognises financial advice firms which have integrated ESG factors into their proposition and investment processes to meet their clients’ needs and wishes.
MoneyAge Awards 2023
Chase de Vere was been shortlisted in the Financial Adviser of the Year Award (for medium to large firms) category at the MoneyAge Awards 2023. This award recognises adviser firms that put their clients at the heart of everything they do.
Women in Financial Advice Awards 2023
These awards celebrate the achievements of women working in financial advice. Chase de Vere had four category winners including for providing ESG advice and for supporting vulnerable clients. We were highly commended in 2 other categories.
FT Adviser Top 100 Financial Advisers 2023
We have been named as one of the Top 100 financial advice firms by FT Adviser (part of the Financial Times Group). This is their annual “rundown of the top financial advice firms” and looks at financial metrics including annual growth of the business, the level of adviser qualifications and the business tenure.
Personal Injury Awards 2023
Chase de Vere was shortlisted as a finalist in the Personal Injury Trust (PIT) Provider of the Year category. This category recognises companies whose PIT services deliver positive outcomes for clients, raise standards in personal injury, and make a positive difference to the wider community.
2022
FT Adviser Top 100 Financial Advisers 2022
We have been named as one of the Top 100 financial advice firms by FT Adviser (part of the Financial Times Group). This is their “rundown of the top financial advice firms” and looks at financial metrics including annual growth of the business, the level of adviser qualifications and the business tenure.
Yorkshire Financial Awards 2022
Chase de Vere was shortlisted in the Financial Adviser Team of the Year category. This award is open to all companies that provide financial advice to clients based in Yorkshire.
Professional Adviser Awards 2022
Chase de Vere had three shortlisted entries, including one of our colleagues winning the Administrator of the Year category, which identifies administrators who have excelled in providing positive outcomes for clients.
Women in Financial Advice Awards 2022
These awards celebrate the achievements of women working in financial advice. Chase de Vere had five female employees shortlisted as finalists. We were the winners of the Financial Adviser of the Year for the South West category.
MoneyAge Awards 2022
Chase de Vere were runners up in the Financial Adviser of the Year Award (for medium to large firms) category at the MoneyAge Awards 2022. This award recognises companies that put their clients at the heart of everything they do.
2021
FT Adviser Top 100 Financial Advisers 2021
We have been named as one of the Top 100 financial advice firms by FT Adviser (part of the Financial Times Group). This is their “rundown of the top financial advice firms” and looks at financial metrics including annual growth of the business, the level of adviser qualifications and the business tenure.
thewealthnet’s Top Financial Planning Companies 2021
We have been named as one of ‘thewealthnet’s Top Financial Planning Companies’ for the twelfth 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.
MoneyAge Awards 2021
Chase de Vere were shortlisted for the Financial Adviser of the Year Award (for medium to large firms) at the MoneyAge Awards 2021. These awards celebrate excellence, innovation, and professionalism in the personal finance space.
Yorkshire Financial Awards 2021
Chase de Vere was shortlisted in the Financial Adviser Team of the Year category and one of our advisers, who is based in our Leeds office, was the winner of the Independent Financial Adviser of The Year category for the Yorkshire Financial Awards 2021.
Women in Financial Advice Awards 2021
These awards celebrate the achievements of women working in financial advice. Chase de Vere had seven female employees shortlisted as finalists, across nine categories. We had winners in the Financial Adviser of the Year for the South West and the Woman of the Year for Paraplanning categories and were “Highly Commended” in the Financial Adviser of the Year for Scotland and NI category.
2020
thewealthnet’s Top Financial Planning Companies 2020
We have been named as one of ‘thewealthnet’s Top Financial Planning Companies’ for the eleventh 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.
Intelliflo Digital Client Engagement Award 2020
Chase de Vere was announced as the winner of the Digital Client Engagement Award at the Intelliflo “Change the Game” Conference 2020. This award is presented to the financial advice company which has provided the best online and digital service to their clients, which has been particularly important during the pandemic.
Women in Financial Advice Awards 2020
We had four winners in the Women in Financial Advice Awards 2020. The awards celebrate the achievements of women working in financial advice. We had the winners in the Financial Adviser of the Year for Scotland & Northern Ireland, Financial Adviser of the Year for the South West, Woman of the Year – In-House Adviser Support and Woman of the Year – Retirement categories.
Yorkshire Financial Awards 2020
Chase de Vere was shortlisted in the Financial Adviser Team of the Year category and one of our advisers, who is based in our Leeds office, was shortlisted in the Independent Financial Adviser of The Year category for the Yorkshire Financial Awards 2020.
Amazon ScaleUp Awards 2020
Chase de Vere was named as a finalist in the Advisory Firm of the Year category at the 2020 Amazon ScaleUp Awards by Business Leader. This award is designed to recognise the best legal, financial, M&A or other strategic advisory firms in the UK.
FT Adviser Top 100 Financial Advisers 2020
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.
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.
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.