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.
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.