Our spokespeople

Ian Browne

Pensions Expert, Quilter

Ian joined Quilter in January 2017 and is responsible for marketing its retirement propositions in the UK.

Specialisms: Pensions, taxation, regulation

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

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

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

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

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

Heather Owen

Financial Planning Expert, Quilter Private Client Advisers

Heather is a DipFA and CeMAP qualified financial planning professional, and previously worked as a debt adviser.

Specialisms: Financial planning, financial education, financially vulnerable individuals/debt

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

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