Liverpool OFFICEs

Angela Shaw

Angela Shaw

Investment AdministratorOffice Manager
Role at Quilter Cheviot
I have a dual role within the Liverpool office. My responsibility as Office Manager is for the day to day running of the office, including office facilities and the organisation of office events and in-house training. As Investment Administrator I liaise between Investment Managers and the back office and this role includes processing client paperwork and gathering information from both clients and their advisors to ensure information held by Quilter Cheviot is accurate and that their portfolios remain suitable for the client’s needs.
Education/Qualifications
Angela graduated from Edge Hill University in Lancashire with a BSc (Hons) in Business Management and is currently taking CISI exams in order to gain her Investment Advice Diploma.
Experience
Angela joined Quilter Cheviot in 2013 as an Investment Administrator. Angela co-ordinates the preparation of investment proposals for clients and ensures clear information is provided to their advisers to assist with their relationship with existing and potential clients.
Other interests
She spends her spare time with her children enjoying many activities from camping and kayaking, to museums and galleries.

Meet the team

Anna King
Investment Administrator
David Lowe
Investment Director
Jonathan McCall
Investment Director
Tim Timotheou
Investment Director
Oliver Hearn
Trainee Investment Manager
Lauren Brough
Investment Administrator
Daniel Vaughan-Hardy
Trainee Investment Manager
Graham Jones
Investment Director