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Bristol Office

Julie Phelps

Investment Administrator

Julie’s primary role is to deal with all aspects of investment administration on behalf of her team of Investment Managers; James Rodgers, Kate Price and Jonny Holmes. This involves regular contact with financial advisers and clients, as well as a number of internal colleagues.

Julie’s financial qualifications include FPC1 & IAQ.

Julie joined Quilter Cheviot in 2006 and has worked in the financial industry for over 25 years. She has previously worked for AXA, Standard Life, CMI and Royal Life.

Julie is a fan of Liverpool FC and F1, and enjoys socialising, music, gigs and travel.