Chase de Vere independent financial adviser Rachel Sartin, who works in its Bath office, has been named the Best Wealth Management Consultant for Somerset at the Women in Wealth Awards 2016.
The awards have been created by Wealth and Finance magazine and website to showcase the very best women from across the financial services industry.
Rachel’s success in the awards follows on from her being named as one of the top female financial advisers in the UK by Financial Adviser magazine, part of the Financial Times Group, last year. 
Rachel, pictured, has worked as an adviser at Chase de Vere’s Bath office for 10 years and her clients are predominantly doctors or other individuals referred to her by solicitors, accountants or existing clients.
She is actively involved in training new advisers, is a pension and long-term care expert and a specialist in defined benefit pensions. She is often the lead presenter for seminars to doctors and GPs.
Chase de Vere Senior Manager for Bath, Tom Birch, said: “This recognition is fully deserved. Rachel is a top quality independent financial adviser, who is qualified as a chartered financial planner and provides exemplary advice and service to her clients.
“It is very pleasing when Chase de Vere, and our advisers, win industry awards as it is further confirmation that we employ some of the very best independent financial advisers in the UK.”
Chase de Vere, part of Swiss Life, has 13 offices across the UK.
