© Quilter Cheviot
Role at Quilter Cheviot
My role at Quilter Cheviot includes managing Investment Portfolios and looking after our clients. My responsibilities include dealing, performance reporting, proposal writing, and the on-going task of ensuring that the investment strategies we have in place for clients are suited to their circumstances and financial objectives. I work closely with Wilf Blake and our team to ensure that clients and their intermediaries receive a high level of service.
Since joining Quilter Cheviot Anthony has attained the Diploma in Wealth Management, the Certificate in Private Client Investment Advice and Management, the Investment Advice Diploma and the Investment Operations Certificate.
Anthony has been at Quilter Cheviot since April 2008, he spent 5 years working on our SIPP Support team before joining the Investment Management side of the firm.
Away from the office Anthony is a fitness enthusiast and enjoys testing himself in a variety of races, events and challenges. He loves to travel with his wife, to see and experience different cultures and cuisines