I have a dual role within the Liverpool office. My responsibility as Office Manager is for the day to day running of the office, including office facilities and the organisation of office events and in-house training. As Investment Administrator I liaise between Investment Managers and the back office and this role includes processing client paperwork and gathering information from both clients and their advisors to ensure information held by Quilter Cheviot is accurate and that their portfolios remain suitable for the client’s needs.
Angela graduated from Edge Hill University in Lancashire with a BSc (Hons) in Business Management and is currently taking CISI exams in order to gain her Investment Advice Diploma.
Angela joined Quilter Cheviot in 2013 as an Investment Administrator. Angela co-ordinates the preparation of investment proposals for clients and ensures clear information is provided to their advisers to assist with their relationship with existing and potential clients.
She spends her spare time with her children enjoying many activities from camping and kayaking, to museums and galleries.