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Nick Lumb

Regional Development Manager
Leeds

Role at Quilter Cheviot

My primary role focuses on developing a strong business relationship with all of our professional partners, ensuring they are aware of how Quilter Cheviot can add value to their business and create lasting partnerships. Working in conjunction with our Investment Managers based in the Leeds office ensures clients and partners are provided with a high quality bespoke investment service.

 

I bring with me over 30 years of experience working in Financial Services in intermediary business development roles across life, pensions and asset management. I joined Quilter Cheviot in 2021 to help build and develop relationships and new business in Yorkshire, Humberside and the North East.

 

Explore more about Nick

Nick holds the Investment Management Certificate awarded by CFA UK and the Diploma in Financial Planning from the Personal Finance Society.
Nick has a keen active interest in a number of outdoor pursuits including golf, cricket and walking as well as being a keen watcher of many others particularly rugby union and football. In any other spare time he has left a visit to a good restaurant, the local pub or cinema feature highly along with a good book.

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