Adam Stringer
Trainee Investment Manager
Liverpool
What attracted you to a career in wealth management?
After leaving school I took a gap year to play and coach cricket in New Zealand. Upon my return to the UK, I worked in the legal sector before joining Quilter Cheviot in June 2022 as an Investment Administrator. I have long had an interest in finance and making this transition felt a natural choice. Since then, I have completed the CISI level 3 (IOC) and level 4 (IAD) qualifications and now as a Trainee Investment Manager, I am now working towards my Chartered Wealth Manager qualification. I am committed to developing my skills further and believe that I'm best placed to achieve this at Quilter Cheviot.
How do you approach your role on a daily basis?
My role primarily involves supporting investment managers and clients. I process new business, communicate with providers and financial planners, handle specialised inquiries, and prepare portfolio reports. I try to positively contribute to client experiences through my attention to detail and dedication to maintaining high standards.
What are your interests outside of work?
Outside of work I enjoy padel and attending Anfield, as well as playing cricket during the summer months.