Robbie Hefferman
Technical Training Manager
Liverpool
Role at Quilter Cheviot
Robbie’s role is to simplify the complex and share the technical knowledge that sits on the fine line between success and failure within wealth management.
Working alongside Quilter Cheviot investment managers, financial planners and legal and tax professionals, he helps to bring compelling solutions to challenging problems in an engaging and passionate way, to maximise the opportunities for investment returns.
He has been in the industry for over 25 years working within big banks and smaller independent firms, both on the front line with clients and behind the scenes technically guiding, training and developing planners with their clients.