My primary role is to manage client investments on behalf of private clients, charities, trusts and companies, ensuring that their portfolios meet their requirements. My role also involves responding to client and adviser queries and providing prospective clients with the information they need to make an informed decision about our services.
Along with constructing and maintaining portfolios, I also meet with clients and their advisers to review their portfolios, this helps me to understand their objectives enabling me to help them meet their long term goals.
I have a particular interest in the area of charity and ethical investments.
Andy joined Quilter Cheviot over five years ago and has over a decade of experience within financial services. Prior to joining Quilter Cheviot in 2012 Andy worked as a financial adviser with Santander. Andy has been a member of the Charities Team since 2016, and is the charity specialist in the Leicester office.
Andy graduated with a BEng (Hons) degree from Loughborough University in 2003. He is a Chartered Fellow of the Chartered Institute for Securities & Investments (CISI) and holds the CISI Chartered Wealth manager Qualification.
In his spare time Andy enjoys spending his free time with his three young daughters.