Liverpool OFFICE

John Willis

John Willis

Investment Manager
Role at Quilter Cheviot
My role is to construct and manage clients’ portfolios in accordance with the objectives and relevant risk tolerance of individuals, trusts, charities and pension funds. I also work closely with a number of financial advisers, ensuring portfolios are tailored towards their client’s needs.I am also responsible for the development of Court of Protection business in Liverpool, Chester and across North Wales.
Education/Qualifications
John is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI).
Experience
John joined the Liverpool office of Quilter Cheviot in 2006.
Other interests
In his spare time John enjoys playing and watching a wide variety of sports including rugby, tennis, golf and horse racing.

Meet the team

Nigel Hibbert
Head of Liverpool Office