My role at Quilter Cheviot is broadly to manage Investment Portfolios and look after our clients, which includes but is not limited to individuals, trustees and corporate investors. As well as ensuring that portfolios are invested to achieve clients’ goals I pride myself on providing an efficient service. I have the pleasure of working with Financial Advisers, Solicitors and Accountants to jointly ensure that the client is not only put first but also happy.
Matt is a Chartered Member of the Chartered Institute of Investments and Securities. He holds the CISI Chartered Wealth Manager Qualification, CISI Investment Advice Diploma and the CII Certificate in Discretionary Investment Management. Matt has obtained a Mathematics BSc (Honours) degree from Royal Holloway, University of London.
Having graduated from Royal Holloway, University of London with a degree in Mathematics Matt briefly worked at the Ministry of Defence before entering financial services. After two years in the industry he joined Quilter Cheviot as an Investment Administrator before progressing through as a Trainee Investment Manager to become a talented Investment Manager
In his spare time Matt captains his local hockey side which also involves being a part of the committee of the club and giving his comedic end of season awards speeches. Matt enjoys watching all sports and finds time around socialising to fit in his weekend read of the Economist. Matt is also a member of the Quilter Cheviot Environmental Group.