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Awards

Unbiased Media Awards - Financial Adviser of the Year 2017

Chase de Vere was 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 Chase de Vere is held by the financial press.

Unbiased Media Awards - Investment Adviser of the Year 2017

Chase de Vere was 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 2017

Chase de Vere was 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 2017

Chase de Vere was 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 2017

Chase de Vere was 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.

Women in Wealth Award

Rachel Sartin, an independent financial adviser from Chase de Vere in Bath, has been named as the Best Wealth Management Consultant for Somerset at the Women in Wealth Awards 2016. These Awards have been created to showcase the very best women from across the financial services industry. This success follows on from Rachel being named as one of the top female financial advisers in the UK by Financial Adviser magazine, part of the Financial Times Group, in 2015.

Moneyage Awards 2016 Financial Adviser of Year - finalist

Chase de Vere has selected as a finalist in the Moneyage Awards Financial Adviser of the Year category. These awards were launched to highlight excellence, professionalism and innovation in personal finance. Our entry focused on the high level of client service we provide.

Thewealthnet Top 25 Financial Planning Companies 2016

Chase de Vere was named as one of the Top 25 Financial Planning Companies 2016 by thewealthnet. This is the seventh successive year that Chase de Vere has achieved this accolade. The list of Top Companies is derived using quantitative research from thewealthnet and their own qualitative analysis to determine which firms are best equipped to provide financial advice to clients.

Unbiased Media Awards - Tax Planning Adviser of the Year 2016

Chase de Vere was selected by a panel of financial journalists and industry experts to win the Tax Planning Adviser of the Year category. This award is based on the expertise of the Company and quality of tax planning advice and information we have provided to the financial media. It is a reflection of the high esteem in which Chase de Vere is held by the financial press.

Unbiased Media Awards - Financial Adviser of the Year 2016

Chase de Vere was selected by a panel of financial journalists and industry experts as runner up in the 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.

Scotland on Sunday IFA of the Year - runner up

Chase de Vere finished as runner up in the Scotland on Sunday IFA of the Year competition. This was based on providing financial advice and running an investment portfolio for a hypothetical client over the course of a year. The balanced approach of the Chase de Vere portfolio was left behind against some of the more aggressive competitor portfolios when stock markets raced ahead, but then pulled back lost ground when markets fell by providing much better capital protection than most of the portfolios submitted by other adviser firms.

thewealthnet Top 25 Financial Planning Companies 2015

Chase de Vere was named as one of the Top 25 Financial Planning Companies 2015 by thewealthnet. This is the sixth successive year that Chase de Vere has achieved this accolade. The list of Top Companies is derived using quantitative research from thewealthnet and their own qualitative analysis to determine which firms of advisers are best equipped to provide financial advice to wealthy clients.

Cyber Essentials Certified Company accreditation

Chase de Vere has achieved the highly respected 'Cyber Essentials' accreditation, becoming one of only 219 Cyber Essentials Certified Companies in the UK. 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 Chase de Vere has robust cyber security practices in place, so that our clients can feel confident the data we hold on them is secure.

Financial Adviser Top 25 Women IFAs

Chase de Vere has three of its financial advisers listed in the Financial Adviser Top 25 Women IFAs list. Sheralee Ellis from their London office is ranked in 5th place, with Kwai Lee from Cardiff in 7th and Rachel Sartin from Bath in 12th place. The list, produced by Financial Adviser which is part of the Financial Times Group, was compiled based on length of service, professional qualifications, financial advice offered and fee income, alongside general good works, including pro bono work and innovations they've undertaken.

Financial Adviser Life and Pension Awards 2015

Chase de Vere was commended in the Individual Pension and SIPP category, based upon the pension advice provided to its clients. The Company was short listed for the award following endorsements from third parties including a leading firm of accountants, and was then commended after an interview process which examined the retirement planning services Chase de Vere provides.

The Sunday Times 100 Best Companies to Work For 2015

Chase de Vere has been named as one of The Sunday Times 100 Best Companies to Work For 2015. This prestigious list is compiled based on a number of criteria including employees' views on the company's leadership, their manager and team, their personal growth opportunities, giving back to society and the local community and pay and benefits, with an overall focus on those companies which invest in the wellbeing and motivation of their employees. Companies listed have demonstrated the highest levels of engagement within their organisation.

eprivateclient Top 25 Most Admired Companies 2015

Chase de Vere was named as one of the Most Admired Companies by eprivateclient based upon the reputation the company and the advice and service they provide to private clients. The Most Admired list is derived from the top law, accountancy, trust and financial advice companies as judged by eprivateclient. Chase de Vere is the only firm of Independent Financial Advisers to make the Most Admired list. 

Unbiased Media Awards Tax Planning Adviser of the Year 2015

Chase de Vere was selected by a panel of financial journalists and industry experts as runner up in the Tax Planning Adviser of the Year category. This award is based on the expertise of the Company and quality of tax planning advice and information we have provided to the financial media. It is a reflection of the high esteem in which Chase de Vere is held by the financial press.

Unbiased Media Awards 2015 - Judges' Award for Outstanding Contribution

Chase de Vere was selected by a panel of financial journalists and industry experts to win the overall Judges' Award for Outstanding Contribution. This award is based on the quality of the overall information the Company provides to the financial media in educating readers on investment, pension and tax planning matters and highlighting the importance of taking independent financial advice.

Investment Life & Pensions Moneyfacts Awards 2014

Chase de Vere was selected as a finalist in the Investment Adviser of the Year category in the 2014 Investment Life & Pensions Moneyfacts Awards. This award was based upon how we provide investment advice, the qualifications of our advisers and support staff and the satisfaction of our clients.

Unbiased.co.uk. Investment IFA of the Year 2014

Chase de Vere was selected by a panel of financial journalists and industry experts as runner up in the Investment IFA of the Year category. This award was based on the expertise of the Company and quality of investment advice and information we have provided to the financial media. It is a reflection of the high esteem in which Chase de Vere is held by the financial press.

Private Client Practitioner Top 25 Financial Planning Companies 2013

Chase de Vere was named as one of the Top 25 financial planning companies in 2013, 2012, 2011 and 2010. This list is derived using quantitative research from Private Client Practitioner and also their own qualitative analysis to determine which firms of Independent Financial Advisers are best equipped to provide financial advice to wealthy clients.

Unbiased.co.uk. Investment IFA of the Year winner 2013

Chase de Vere was selected by a panel of financial journalists and industry experts as the winner of the Investment IFA of the Year category. This award was based on the expertise of the Company and quality of investment advice and information we have provided to the financial media. It is a reflection of the high esteem in which Chase de Vere is held by the financial press.

Good Advice Awards Finalist Best Investment Adviser 2012

Chase de Vere has been selected as a finalist in the Best Investment Adviser category of the Good Advice Awards 2012. This award is based upon the professional qualifications and development of our advisers, our research resources, how we provide investment advice to clients and the satisfaction of our clients.

Financial Adviser Awards 2012

Chase de Vere was Highly Commended and finished as Runner Up in the Group Pensions IFA of the Year category at the Financial Adviser Awards 2012. This award comprised an initial submission followed by an in-depth interview process at the Financial Times' headquarters in London. This accolade is an endorsement of the quality of pension advice and support that Chase de Vere provides to businesses.

Unbiased.co.uk. Investment IFA of the Year runner up 2012

Chase de Vere was selected by a panel of financial journalists and industry experts as runner-up in the Investment IFA of the Year category. This award was based on the expertise of the Company and quality of investment advice and information they have provided to the media. It is also a reflection of the high esteem in which the Company is held by the financial press.

Professional Adviser Awards 2011

Chase de Vere was named as the Investment Adviser of the Year at the Professional Adviser Awards 2011. The Company completed a client case study, providing investment advice and recommendations to a fictitious client and preparing an investment portfolio for them. Chase de Vere also submitted answers to a number of questions related to their infrastructure, client proposition and charges.

Private Client Practitioner Top 25 Most Admired Companies 2011

Chase de Vere was named as one of the Top 25 Most Admired professional services firms by Private Client Practitioner magazine. The Company was listed in Private Client Practitioners Top 25 IFA rankings in 2010 and the Top 25 IFAs have been combined with the Top 25 firms of lawyers, accountants and trust companies and from these the overall Top 25 Most Admired firms has been selected, with the Top list including Chase de Vere.

Corporate Adviser Benefit Platform Survey 2010

Chase de Vere achieved the highest overall score and was awarded the prestigious eee rating in the inaugural Corporate Adviser Benefit Platform Survey. The survey was believed to be the most exhaustive study of employee benefits technology propositions ever carried out in theUK. Chase de Vere also finished first overall in the following categories: General Information, Benefits Promotion, Scheme Setup, Joiners and Leavers, Behavioural Finance and MI and General Reports.

Globex International Award 2010

Chase de Vere was awarded the International Service Award by Globex International Group for providing "the most consistent, professional and timely services" to Globex Partner Brokers and their clients. Chase de Vere operates as one of Globex's Partner Brokers, providing employee benefits advice to the UK division of multi-national firms. Donald E Wiening, Vice President, Globex International Group, said: "Chase de Vere stood head and shoulders above the competition."

Moneyfacts Good Advice Awards 2010

Chase de Vere was selected as one of only three finalists, and was highly commended, in the Best Investment Adviser category at the Moneyfacts Good advice Awards 2010. The judging of this award was based on a full analysis of the Company's client proposition including their training and development, commitment to professionalism, financial advice process, client satisfaction and investment advice proposition. 

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