IFA group AWD Chase de Vere has expanded its Scottish presence by acquiring Dundee based firm Jaffrey Financial Services.
Jaffrey advises local companies in all aspects of employee benefits, including occupational pensions, health cover and life assurance. The takeover is the group’s first since AWD acquired Chase de Vere in 2005. AWD Chase de Vere says Jaffrey’s team of three advisers and support staff is a significant boost to the firm’s presence in Scotland. “Jaffrey is an extremely well-connected local company with a team packed with experience and specialist knowledge,” AWD Chase de Vere associate director Anne Lawson says. "Their expertise and our resources mean a stronger service for Scottish com...
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