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Our spokespeople

Marcus Brookes

Chief Investment Officer and Managing Director, Quilter Investors

Marcus focuses on driving Quilter Investors’ investment proposition and performance, overseeing the portfolio management team. He has over 20 years’ experience within investment management.

Specialisms: Economic commentary, alternative investments, asset and investment management, hedge funds, equities, asset allocation, fixed income, mutual funds, portfolio management, structured products and wealth management.

Richard Carter

Head of Fixed Interest Research at Quilter Cheviot

Richard has worked at Quilter Cheviot for over six years and has a total of 20 years’ experience in Fixed Income markets as an analyst, portfolio manager and fund selector.

Specialisms: Economic commentary., asset allocation, fund research, portfolio and investment management

Ian Cook

Chartered Financial Planner at Quilter Private Client Advisers

Ian has over 20 years’ experience within financial services, and has developed a range of skills to incorporate full financial planning using cashflow and lifetime income modelling.

Specialisms: Pensions, Tax, Protection, Life cover, critical illness, Income Protection, Private Medical Insurance, Investments, ISA and savings, Unit Trusts and OEICS, Managed and Discretionary Portfolios.

Oliver Creasey

Head of Property Research, Quilter Cheviot

Oli joined Quilter Cheviot in 2017 as an Equity and Funds research analyst with a focus on property investments.

Specialisms: Property investment

Jon Greer

Jon Greer

Head of Retirement Policy, Quilter

Jon has an excellent knowledge of pensions having, with over 20 years working as a pension technician. He represents Quilter in dealings with regulators, HMRC and DWP.

Specialisms: Pensions, retirement policy

Rachael Griffin

Rachael Griffin

Tax and Financial Planning Expert, Quilter

Rachael is a Chartered Financial Planner and Trust Estate Practitioner with over 25 years’ experience in trusts and tax planning. 

Specialisms: Trust & inheritance tax planning, estate planning, ISAs, lasting power of attorney, wills, probate

Rosie Hooper

Chartered Financial Planner at Quilter Private Client Advisers

Rosie has worked in financial services since 1999 and is a highly regarded Chartered Financial Planner. Rosie enjoys helping her clients by using cash flow forecasting tools and creating realistic financial plans to help them achieve their goals.

Specialisms: Retirement planning, pensions, financial planning, protection, Inheritance tax planning, wealth preservation. 

Shaun Moore

Tax and Financial Planning Expert, Quilter

Shaun is a tax and financial planning specialist within our Trusts & Technical Solutions team at Quilter with over 17 years’ experience in financial services.

Specialisms: Trust & inheritance tax planning, estate planning, ISAs, CGT planning, Investment Bond taxation

Charlotte Nixon

Charlotte Nixon

Mortgage Expert, Quilter Financial Planning

Charlotte joined Quilter’s mortgage network in 2019 as proposition director.

Specialisms: Mortgage and protection planning

Karen Noye

Mortgage Expert, Quilter Financial Planning

Karen joined Quilter in 2014 as a mortgage specialist and regularly comments on mortgage and housing news in the media.

Specialisms: Mortgage planning and servicing

Nick Wood

Head of Investment Fund Research, Quilter Cheviot

The role of Nick and his team is to find best of breed funds, investment trusts and passive vehicles to populate client portfolios with.

Specialisms: Funds, portfolio investment, investment trusts, geo-political events

Gemma Woodward

Director of Responsible Investment, Quilter Cheviot

Gemma leads the responsible investment team at Quilter Cheviot and has over 25 years’ investment experience. She has spent the majority of that time focused on clients with complex ethical and socially responsible investment requirements.

Specialisms: Responsible investment, charity investments, ESG investing

Get in touch

If you would like to get in touch please contact a member of our PR team.
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