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Salisbury office

Verity Congdon

Investment Analyst

My role is varied and split between investment administration, business development, marketing and event planning.

On the investment administration side, I assist with the day-to-day running of investment portfolios. I handle queries from clients and Independent Financial Advisors. I support the Investment Managers with tasks such as preparing them for meetings and producing illustration reports for prospective clients.

I am the Marketing Champion for the Salisbury office. I organise events like investment seminars and private client events. I manage events from start to finish ensuring they are a success.

Furthermore, I am on the Sports and Social Committee and I attend regular meetings to help organise company-wide and Salisbury office charity days and social events.

Verity graduated from Cardiff University with a degree in English Language and Communication. Verity is currently studying for the Investment Advice Diploma.

Verity has worked for Quilter Cheviot for four years since graduating from University. She previously completed a placement at a financial services administration firm during her gap year. 

Outside of work Verity enjoys the gym, dining out and attending music concerts and festivals.