Chase de Vere, the national financial advice firm with an office in Bath, has been named as one of the Top 25 financial planning companies by a leading information site for the sixth successive year.
Thewealthnet, which provides real-time news for the global wealth management and private banking industries, uses quantitative research and qualitative analysis to draw up its list of the top 25 firms. The list aims to show which firms of advisers are best equipped to provide financial planning advice to clients.
Chase de Vere chief executive Stephen Kavanagh, pictured, said: “It is really pleasing that Chase de Vere has been recognised as one of the top financial planning companies in the UK for the sixth successive year.
“This is a reflection of the quality and consistency of the investment, pension and tax planning advice that we provide to our clients.
“I am also pleased that nearly all of the listed firms provide independent rather than restricted financial advice. We strongly believe that only independent financial advisers can offer completely unbiased and impartial advice with no conflicts of interest other than doing what is best for the client.”
Earlier this year Chase de Vere was named as one of 100 best companies to work for in the prestigious Sunday Times list, which showcases companies that demonstrate the highest levels of engagement within their organisation.