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 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 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.
Oli joined Quilter Cheviot in 2017 as an Equity and Funds research analyst with a focus on property investments.
Specialisms: Property investment
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 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 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 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 joined Quilter’s mortgage network in 2019 as proposition director.
Specialisms: Mortgage and protection 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
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 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