Jay Dhaliwal, Independent Financial Adviser for Chase de Vere based in Birmingham, was named as the Young Achiever of the Year at last night’s Professional Adviser Awards 2023. This award recognises young financial advisers who have grown and developed their role in the previous year.
Jay enjoyed an outstanding year in 2022. She passed four professional exams to achieve Chartered Financial Planner status, secured thirteen 5-star client reviews on Trustpilot, was a PFS Education Champion delivering financial education to college students, and supported colleagues who were looking to progress their own careers.
Kathleen Gallagher, Chief Executive Officer, Chase de Vere, says:
“I am delighted that Jay has this recognition, which is thoroughly deserved. It reflects all of the efforts which she has put into developing her knowledge, providing an exceptional financial advice service to her clients, and supporting others, including her work colleagues who aspire to become advisers themselves and students in local schools and colleges where she provides financial education lessons.”