Ian joined Quilter in January 2017 and is responsible for marketing its retirement propositions in the UK.
Specialisms: Pensions, taxation, regulation
Portfolio Manager, Quilter Investors
Paul is manager of the Cirilium portfolio range and has more than 25 years of asset management experience. He has also acted as a non-executive director of four investment trusts.
Specialisms: Stock market trends, multi-asset and multi-manager
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
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
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
Executive Director, Quilter Cheviot
David has been immersed in financial markets for more than four decades, working as a stockbroker and then as a fund manager, advising private individuals throughout and joined the business in 2007. He is the author of the weekly Diary of a Fund Manager.
Specialisms: Investment/fund management from the client’s perspective, market trends, stock specifics, asset allocation, diversified portfolios, geo-political events
Mortgage Expert, Quilter Financial Planning
Charlotte joined Quilter’s mortgage network in 2019 as proposition director.
Hinesh joined the business in 2008 and is co-manager of the Cirilium Active range. Hinesh is a CFA charterholder, a Chartered Alternative Investment Analyst and holds the Investment Management Certificate.
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.