My role at Quilter Cheviot is to assist Tom Almond in the day to day management of investment portfolios for private clients, pensions, corporates, trusts and charities. I also provide oversight of the administration related to our client accounts to ensure that our team delivers a great service to our clients and intermediaries.
Yvonne holds the CISI Level 4 Investment Advice diploma.
Yvonne commenced her financial services career with Quilter Cheviot in 2012 as an Investment Administrator.
Outside of work Yvonne is a keen skier, budding cyclist and can often be found at a music event.