My role has two key functions, managing portfolios and liaising directly with the client and their advisers so that we can meet their longer term requirements and adapt as these change over time.
Jon graduated with an LLB (Hons) degree in Law from Nottingham University and is a Chartered Fellow of the Chartered Institute of Securities and Investments. Jon also holds the Private Client Investment Advice certificate.
Jon joined us in 2020 and has a total of 13 years’ industry experience. Before Quilter Cheviot, he was an Investment Director at Brooks Macdonald.
Outside of work Jon enjoys spending time with his young family and keeping fit.
Quilter Cheviot Limited has 12 offices across the UK, Jersey and in the Dubai International Financial Centre and a wholly-owned subsidiary in Ireland: Quilter Cheviot Europe Limited.Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB, is a member of the London Stock Exchange and is authorised and regulated by the UK Financial Conduct Authority.