JAN Anderson, Independent Financial Adviser for Chase de Vere, has been named as the Independent Financial Adviser of the Year at the Yorkshire Financial Awards 2021.

Jan, who lives in Ilkley, began her professional career in 2000 working as a Receptionist for a firm in Pontefract. She joined Chase de Vere in Leeds in 2005 and progressed to be an Independent Financial Adviser in 2008.

Jan typically provides advice on investment management, retirement planning, generating income from pensions and investments and long term care. Her award entry focused on the reassurance and support she has given to her clients throughout lockdown, including the use of video meetings and online and electronic documentation, and the excellent feedback from her clients.

She also provides investment advice and guidance for a professional women’s organisation and its members and advises her local church charity on the management of their investment funds.   

Stephen Kavanagh, Chief Executive, Chase de Vere, said: “I am delighted that Jan has won this award. This is a fitting accolade for the focus that she puts on her career, the excellent financial advice and service she provides for her clients and, in particular, the fabulous work she has done supporting them and ensuring they continue to meet their financial goals throughout lockdown.”