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Liverpool Office

Emma Lee

Investment Administrator

My main role is to support the Investment Managers in the administration aspects of investment portfolios be they individuals, trusts, charities or pensions.

Emma is an Analyst and a key member of the team. She is responsible for assisting the Directors in the management of portfolios on behalf of individuals, trusts, charities and pensions. She also provides administrative support to the team, delivering a high standard of client service.

Emma has 20 years’ experience in the industry, all with Quilter Cheviot.

Emma is a keen walker and also enjoys the cinema and the theatre.