My primary role is to manage bespoke portfolios on behalf of a variety of clients, including individuals, trusts, pension funds, charities and corporations. I work alongside three other Investment Managers within the team in Manchester, managing the portfolios to best meet our clients’ requirements. Along with constructing and maintaining portfolios, I also meet with clients and their advisers to review their portfolios, ensuring that they remain suitable for them over the course of time.
Helen graduated from the University of Manchester in 2007 with a first class honours degree in Economics. She subsequently completed the CISI Masters in Wealth Management, achieving an award for gaining the highest mark in the UK for the Financial Markets module. Helen is a Chartered Fellow of the Chartered Institute of Securities & Investment (FCSI).
Helen began her career in SIPP administration prior to joining Quilter Cheviot in 2008 as an Investment Administrator. Helen subsequently undertook her professional qualifications and was an Investment Adviser for 4 years before being promoted to her current role of Investment Manager.
Outside of work, Helen enjoys swimming and yoga. She is also currently undertaking her PADI Master Scuba Diver qualification. Helen also sits on the panel for the University of Law Share Race.