Bath-based adviser shortlisted for financial advice award - Business Leader News

Bath-based adviser shortlisted for financial advice award

Rachel Sartin

Rachel Sartin, an independent financial adviser based from Chase de Vere’s office in Manvers Street, Bath, has been shortlisted for a prestigious award.

Rachel has been shortlisted in the Financial Adviser of the Year category, for the South West and Wales, at the inaugural Women in Financial Advice Awards 2018.

These awards, run in association with Professional Adviser, are designed to celebrate the achievements of women working within the financial advice community and also the broader financial services sector in the UK.

Rachel has been an independent financial adviser at Chase de Vere since 2006, following a career in project management. She is qualified as a Chartered Financial Planner and provides financial advice on investments, pensions, inheritance tax planning and long term care, mainly focusing on medical professionals.

Rachel was selected by FT Advisers as one of the Top 25 Female Advisers in the UK in 2015 and was named as the Best Wealth Management Consultant in Somerset at the Women in Wealth Awards 2016.

The winners will be announced on Wednesday 10 October 2018 at a ceremony at the Marriott Grosvenor Square Hotel in London.

Stephen Kavanagh, Chief Executive, Chase de Vere, said: “This is a well-deserved recognition for Rachel. She is a fantastic independent financial adviser and one of many talented female advisers we employ in Bath and throughout the UK.”