Bristol OFFICE
Role at Quilter Cheviot
My primary role is to manage the investment portfolios of private clients, trusts and charities. I also work closely with Financial Advisers, Accountants and Solicitors to help their clients achieve their investment goals.
Education/Qualifications
Wilf is a Chartered Fellow of the Chartered Institute for Securities & Investment and an affiliate of The Society of Trust & Estate Practitioners.
Experience
Wilf began work in the investment industry in 1983 as a messenger boy and then blue button on floor of the London Stock Exchange. He has managed investment portfolios since 2004.
Other interests
Outside of work Wilf is a keen golfer and plays cricket very occasionally. He also has interest in wine, football and horse racing.
