My primary role is the discretionary management of my client’s investments. I manage a wide range of bespoke portfolios for high net worth clients and I have expertise in; ISAs, Trusts, Charities and Pension Funds.
No one client’s needs are the same, and with an unbiased approach and careful selection of suitable investments, I ensure that portfolios are tailored and meet each individual’s requirements, whether their priority is growth, income or capital preservation.
Over the years I have formed long-standing relationships with my clients that span through several family generations. I also work alongside other professional advisers, solicitors and accountants to achieve client’s goals and objectives.
I pride myself on a personal service helping clients to protect and grow their wealth whilst planning for the long term’.
Sean is one of Quilter Cheviot’s most senior investment managers, he joined the firm in 1994 shortly after the Birmingham office opened and progressed to Head of Office in 2005. After 12 years, Sean recently decided to step down from this role with effect from 1st July 2017 to re-focus on client facing work. He has worked with large financial organisations in a career spanning around 30 years. Following the completion of a BA (Hons) degree in Economics, Sean began his stockbroking career at Albert E Sharp as a trainee investment manager.
Sean is a Chartered Fellow of The Chartered Institute for Securities and Investment (FCIS) and a Chartered Wealth Manager.
Sean’s hobbies are many but include mountain biking, music, motorsports, travelling and family events.