We’re delighted to announce that Jay Dhaliwal, who is an Independent Financial Adviser based from our Birmingham office, has been named as the Young Achiever of the Year at Professional Adviser Awards 2023.
Jay has made superb progress since she became a financial adviser with us in 2019, and this was recognised at these prestigious awards, which took place at the Hilton London Bankside, on Tuesday 25 April.
The award itself recognises financial advisers who have grown and developed their careers in the previous year. Jay entry highlighted that in 2022 she:
- Passed four professional exams and has now achieved Chartered Financial Planner status,
- Secured thirteen 5-star reviews on Trustpilot from her clients,
- Became a Personal Finance Society (PFS) Education Champion and has delivered financial education sessions to college students,
- And supported Chase de Vere colleagues who were looking to progress their careers within the financial advice industry.
We are really proud of Jay and of everything that she has achieved so far in her career.
We were also pleased to have been a finalist in the Best Adviser Firm for ESG category. This award recognises financial advice firms that have integrated ESG factors into their advice propositions and are able to meet clients’ need and wishes in this area.
Our submission included details of the range of Ethical and ESG investment solutions we can provide for our clients, and the expertise we have in this area amongst our Investment Management team and our Independent Financial Advisers.