Sarah Bradshaw

What attracted you to a career in wealth management?

My career in wealth management began as an Investment Administrator with Quilter Cheviot, Liverpool. I spent several years completing the CISI Chartered Wealth Manager qualifications and am now a Chartered Investment Manager. In addition to supporting private clients, I am also one of two charity specialists within the Liverpool office.

I have a BSc Hons degree in Neuroscience, from King’s College London, which given its analytical nature, has built a solid foundation for a career in investment management.

How do you approach your role on a daily basis?

Over my career with Quilter Cheviot, my role has evolved into a client-facing capacity where I work with clients to navigate the intricacies of their investment portfolios. I prioritize personalised service, believing that managing investments is about tailoring portfolios to match each clients' unique needs and changing requirements. Frequent communication, both in writing and through face-to-face meetings, allows me to understand their evolving objectives and adapt their investment portfolio accordingly. I have recently taken on the role of Charity Specialist where I support charities to meet their financial goals and objectives, empowering them to make a difference in the lives of the people and causes that they support.

What are your interests outside of work?

Outside of work I enjoy keeping active by rowing, running and sailing; I also enjoy playing the piano. In addition to this I am Vice President of the Liverpool, Chester and North Wales CISI branch where I am involved in running CPD events, social events, education programmes and work experience.