Salisbury OFFICEs

Nicki Pettis

Nicki Pettis

Investment Analyst
Role at Quilter Cheviot
My role is divided between assisting Richard Firth and conducting investment administration. My principle responsibility is to support Richard with the daily management of his diary; scheduling client meetings, business meetings Richard’s client administration support along with co-ordination of internal office conferences and activities. As part of my investment analyst role, I am the prime contact for managing client’s payment and account closure activities alongside liaising with clients, IFA’s and supporting day to day administration.
Education/Qualifications

From obtaining the Pitman Commerce & Business Studies Certificate and Royal Society of Arts Secretarial Certificates, Nicki gained her training, knowledge and experience from working at Lloyds Banking Group for 28 years.

Experience
Nicki joined Quilter Cheviot in December 2016 following a career at Lloyds Banking Group Plc
Other interests

Nicki very much enjoys food, both eating out and cooking for her Husband, family and friends. Additionally she enjoys listening to music and watching sporting events.

Meet the team

Tom Almond
Investment Director
Andrew Cornwell
Investment Manager
Richard Firth
Head of Salisbury Office
Oliver Stainer
Investment Director