I manage money on behalf of individuals, charities, trusts and pension funds. I often work closely with financial advisers, accountants and solicitors to help their clients to achieve their financial goals. In particular, I pride myself on delivering a highly personalised service.
Toby has worked in the wealth management industry since 2013 and joined Quilter Cheviot in 2018. Before joining Quilter Cheviot, Toby managed investments for private clients at J M Finn.
Toby is a Chartered Member of the Chartered Institute for Securities & Investments (CISI) and has a degree in Neuroscience from the University of Manchester.
Toby is a trustee of two local charities and is a longstanding member of the Bristol Junior Chamber. He also enjoys long distance running and trying to play golf.