Ayrshire-based Catriona Smith, an independent financial adviser at Chase de Vere, has been named Financial Adviser of the Year for Scotland & Northern Ireland at the Women in Financial Advice Awards 2019.
The award ceremony, which took place at the Hilton London Bankside, saw a double success for Chase de Vere, as Rebecca Dorrian from the company’s Leicester office, won the award for the Most Inspiring Returner.
Catriona has been an independent financial adviser at Chase de Vere since 2008 and her clients cover Scotland, including the Orkney Islands. She is one of very few financial advisers in Scotland to be accredited as a full member of the Society of Later Life Advisers (SOLLA).
Stephen Kavanagh, chief executive, Chase de Vere, said: “I am delighted that Catriona has won this award. This is a fitting accolade for the focus that she puts on her career and professional qualifications and the excellent financial advice and service she provides to her clients across Scotland.”
Chase de Vere is a national firm of independent financial advisers with 16 offices across the UK.
