I am a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. I recently passed level one of the CFA exams and hope to complete this in the near future.
I have worked at Quilter Cheviot for over 9 years, and have been a fully qualified investment manager for over six of these. Prior to this, I have a further four years’ finance industry experience, with a bias to accountancy. This is extremely helpful when looking at companies’ financial statements.
Outside work, I enjoy playing golf and tennis.