Philip Hurdman
Regional Development Manager
Birmingham
What attracted you to a career in wealth management?
With a background rooted in financial services, I embarked on my wealth management journey driven by a passion for exceeding targets and fostering financial success. My diverse experience, from roles at Aegon, Cofunds, PruProtect, Legal & General, and others, equipped me with the skills to build trust and deliver exceptional client service. I'm adaptable, with a proven track record in relationship-building and revenue growth.
How do you approach your role on a daily basis?
Over my career spanning various financial institutions, I've honed a client-centric approach. My role as a Regional Development Manager at Quilter Cheviot involves cultivating meaningful client relationships and collaborating with stakeholders to achieve mutual goals. I prioritize tailored solutions, recognizing that each client's financial journey is unique. Regular, open communication and personalized portfolio management are my key strategies to help clients realize their financial aspirations.
What are your interests outside of work?
Outside of I enjoy road cycling, my Kindle, cinema and dining out. Weekends consist of lots of fun and activities with the family.