I am primarily involved in the day to day management of our clients’ investment portfolios and work closely with them and their appointed advisers to help to achieve their investment goals.
Joe is a Chartered Member of the CISI and holds the CISI Level 7 Chartered Wealth Manager Qualification, he also holds the Investment Management Certificate (IMC).
Joe has worked in the financial services industry since 2002 and joined Quilter Cheviot in 2006 where he held a number of administrative roles prior to becoming a trainee investment manager in 2015. During his time at Quilter Cheviot, Joe has dealt with many aspects of investment management having started at the bottom and worked his way up.
Joe is a family man outside of work which keeps him very busy but in his spare time he enjoys walking, reading, and playing a spot of football once a week. Joe also has a keen interest in music, film and the natural world.