Chase de Vere has announced that its CEO Stephen Kavanagh will retire on 29 April 2022 and become the company’s new chairman.
The national firm of Independent Financial Advisers said Kavanagh had overseen a “transformation of the business during his 12-year tenure as Chief Executive”, helping the company achieve record profitability and turnover figures and combined this with their best-ever client satisfaction scores.
Kavanagh will, subject to FCA approval, be succeeded as chief executive by Kathleen Gallagher, who joined Chase de Vere as a trainee financial adviser in August 2000.
Gallagher moved into her first management role in 2005 when she managed a team of Independent Financial Advisers based in the Company’s London office. She was promoted to Regional Manager for the South in 2014, where she was responsible for the company’s adviser teams in Basingstoke, Bath, Cambridge, Cardiff, Exeter and London.
In April 2020, Kathleen was promoted to the role of director of Advisory Services, responsible for the Company’s client proposition and business development, and she was also appointed to Chase de Vere’s executive team.
