© Quilter Cheviot
Role at Quilter Cheviot
I am based in Quilter Cheviot’s Liverpool office as an Investment Director and have day to day responsibility for managing the investments and suitability of my clients’ portfolios. Regular contact with my clients and their advisers ensures that their long term objectives and risk parameters are met and that any changes to their circumstances are implemented into their individual investment solutions.
Jonathan holds a BSc in Quantity Surveying and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Jonathan joined Quilter Cheviot in 1998 as an Investment Manager, having previously spent 3 years in wealth management in London. The first 9 years of Jonathan’s working life were as a Quantity Surveyor, before changing career in 1995 to work in Investment Management.
I am a big believer in the simple things in life creating the most treasured memories and giving the greatest degree of happiness. When not spending time with my family, I have a keen interest in classic cars, golf and fishing.