Bristol OFFICE

Julie Phelps

Julie Phelps

Investment Administrator
Role at Quilter Cheviot
Julie’s primary role is to deal with all aspects of investment administration on behalf of her team of Investment Managers; James Rodgers, Kate Price and Jonny Holmes. This involves regular contact with financial advisers and clients, as well as a number of internal colleagues.
Education/Qualifications
Julie’s financial qualifications include FPC1 & IAQ.
Experience
Julie joined Quilter Cheviot in 2006 and has worked in the financial industry for over 25 years. She has previously worked for AXA, Standard Life, CMI and Royal Life.
Other interests

Julie is a fan of Liverpool FC and F1, and enjoys socialising, music, gigs and travel.

Meet the team

Paul Bazzone
Head of OfficeInvestment Manager
Wilf Blake
Investment Manager
Ben Deidun
Investment Administrator
Neill Eggins
Investment Director
Matthew Dawson
Investment Manager
Subscribe to our newsletter
Private Client Brochure
White multi-story building