My primary role is to assist James Hughes and Lawrence Cotton in the management of investment portfolios on behalf of private clients, pensions, trusts and corporates. I am responsible for preparing account paperwork, setting up client accounts, organising transfers and payments and dealing with any queries from clients with regard to the portfolios that we manage on their behalf.
Prior to joining Quilter Cheviot, I worked at WH Ireland Wealth Management for 20 years, where I assisted the Head of London and also a team of Investment Managers in the management of their client investment portfolios.
Outside of work I have a keen interest in swimming, having competed at a National level when I was younger. I also enjoy travel and gardening in my spare time.