leicester OFFICE

Carl Millard

Carl Millard

Investment Manager
Role at Quilter Cheviot
My role is to create, manage and continually review bespoke investment portfolios for my clients with the aim of delivering the best investment outcomes whilst ensuring their portfolios are suitable for their needs, circumstances and attitude to risk. My clients know that I am available and accountable so they have comfort in knowing that I am there with their best interests at the heart of every decision I make.
Experience
Carl began his career at Albert E Sharp Stockbrokers in Birmingham in 1997. Albert E Sharp eventually became Gerrard and then Barclays Wealth where he was responsible for managing all the collectivised portfolios at the Birmingham office. Carl joined the Quilter Cheviot Leicester office in 2010.
Education/Qualifications
Carl passed the CISI Investment Advice Certificate in January 2002 with distinction and was then awarded the CISI Diploma in December 2003. Carl is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Other interests
Outside of work Carl enjoys spending time with his family, going to the cinema and listening to his old vinyl records.

Meet the team

Emma Calcutt
Investment Administrator
Andy Gray
Investment Manager
Tim Horrocks
Investment Manager