My role is to assist Wilf Blake in the management of client portfolios. My responsibilities include dealing, performance reporting, proposal writing, and the on-going task of ensuring that the investment strategies we have in place for clients are suited to their circumstances and financial objectives. I work closely with Wilf to ensure that clients and their intermediaries receive a high level of service.
Since joining Quilter Cheviot Anthony has attained the Certificate in Private Client Investment Advice and Management, the Investment Advice Diploma and the Investment Operations Certificate.
Anthony has been at Quilter Cheviot since April 2008, he spent 5 years working on our SIPP Support team before joining the Investment Management side of the firm.
In the winter Anthony is a keen rugby player at Old Colstonians RFC and in the summer enjoys road cycling.