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Grace Yusuf

Financial Planner
Leeds office

What attracted you to a career in wealth management?

After completing my degree in Accounting and Finance at The University of Nottingham, I began my career in the pension’s industry, gaining a solid foundation in the financial services, I then moved into the wealth management industry where I completed my Level 4 Diploma in Regulated Financial Planning.

I joined Quilter Cheviot in 2023 and have been working collaboratively with the various teams to develop my skills and knowledge.

How do you approach your role on a daily basis?

My work is centred around delivering bespoke financial solutions to individuals. I aim to work closely and over the long-term with my clients to ensure that they have a clear picture of their own finances and have robust financial plans to help them achieve their personal goals.

What are your interests outside of work?

I love cooking and baking, and I am an avid health and fitness enthusiast; regularly attending Pilates and Barre classes… I also have a teaching qualification in aerial arts!

The value of your investments and the income from them can fall and you may not recover what you invested.