Chester office

BSC (Hons)

Sophie has worked in financial services for over 16 years, following the achievement of her Honours degree in Economics. She started her career as a graduate trainee in 2004, and became a qualified adviser a year later. In 2007, she came runner up with the Financial Times’ ‘Newly Qualified Adviser of the Year’ award. After becoming an established adviser, Sophie was promoted into a Sales Manager role, looking after graduate trainees, financial planners, administration and paraplanning units. Her career then moved in to acquisitions to help grow the national wealth management business she previously worked for. Sophie joined Quilter Private Client Advisers in August 2015 as Acquisitions Manager, assisting in growing the assets under management and establishing the regional offices throughout the country.

BA (Hons) MSc FPFS Cert CII (MP)

Adam has worked in financial services for over 14 years and has experience in many areas of financial planning. He has achieved Chartered status which is considered to be the ‘gold standard’ of excellence within the financial advice industry.

Adam is also a Fellow of the Personal Finance Society (PFS), the highest qualification awarded by the Chartered Insurance Institute (CII), and an Affiliate Member of the Society of Trust and Estate Practitioners (STEP).

He deals with various clients on a daily basis and has successfully maintained a loyal client bank by providing bespoke solutions to help them meet their financial goals and aspirations.

DipFA CeMAP CeRER

Ash came to Financial Services after spending a number of years playing semi-professional Cricket all over the globe. After graduating from the Financial Adviser School, Ash is now a Chartered Financial Adviser with specific qualifications in Financial Planning, Mortgage, Equity Release and Long Term Care. Ash prides himself on creating strong, long-term client relationships and finding innovative solutions to help clients achieve their ever changing individual financial objectives. Ash provides holistic Financial Planning however he most enjoys working with clients to improve their livelihood in retirement.

Connor joined the industry after graduating with combined honours in Geography and Sport Management at Loughborough University. From this background, Connor feels at home with developing long-term client relationships and is passionate about helping others achieve their collective goals with morality and integrity. He places his clients above anything else and endeavours to deliver the best outcomes possible on every occasion. Having graduated from the Financial Adviser School, Connor specialises in investments, insurance and retirement planning.

BA (Hons) DipPFS

David has 15 years of experience in the industry as a financial planner, based between the North West, London and the South East. He provides holistic financial advice but his main area of expertise is working with private investors on their investments, pension planning and estate planning. David takes great pride in the relationships he has built up with his existing clients and works hard to ensure all of his clients achieve their financial goals.

DipPFS

Gareth has worked in Financial Services for over 14 years having commenced his career within Banking. He has enhanced his knowledge through a number of roles including Paraplanner, Mortgage Adviser and Financial Planner and achieved his Diploma in Financial Planning back in 2011. Gareth joined Quilter Private Client Advisers in 2016 and now has the responsibility of developing our Graduate Trainees as they progress through our training program in conjunction with the Financial Adviser School.

BSc (Hons) DipFA CeMAP CeRER

James graduated from Aberystwyth University with a Upper Second Class Honours in Business and Management. After graduating from the financial adviser school, James now holds qualifications in financial planning and mortgages. He is passionate about building client relationships and helping his clients to achieve their financial goals. James specialises in retirement, investment planning and insurance.

LLB (Hons) APFS

Jamie is experienced in advising clients from a variety of backgrounds and has been focusing on high net worth investors for the past five years. Jamie helps clients with their pensions, investments and insurance, and believes in holistic financial planning. He is passionate about giving clients trustworthy advice and believes in building strong relationships in order to give the most suitable advice. Jamie joined the industry in 2010 as a graduate trainee after completing his Law degree at Bangor University.

MLIBF DipFA CeRER Cert CII (MP)

A former Secondary School teacher of English Language and Literature, Joann joined the financial services industry in 2018 and was immediately able to utilise the people skills developed in her 20 years of working in education.

She subsequently attained her Level 4 Diploma for Financial Advisors through the London Institute of Banking and Finance and is currently working towards Chartered Financial Adviser status.

Joann works holistically with clients offering a broad spectrum of advice in retirement planning, investment solutions, mortgages, insurance, and inheritance tax planning. Her aim is to enable clients to achieve their financial goals and aspirations. She is passionate about improving her clients’ financial wellbeing and planning for their futures so looks to develop honest, down to earth relationships with each individual and tailor advice according to their needs.

John has a wealth of experience having been a financial adviser for over 20 years. John is a Financial Planner and also holds the specialist qualification to provide advice upon final salary pension schemes.

John started his career as Independent Financial Adviser working in the City of London and Mayfair and latterly providing Independent Financial Advice to High Net Worth Individuals at HSBC.

John has particular expertise in the area of investments, pensions, trusts, Inheritance Tax mitigation and estate planning. John’s core expertise is providing Wealth Management and intergenerational solutions to wealthy individuals.

John has a loyal client bank, the majority of whom have remained clients for an average of 15 years or more.

John passionately believes that financial planning is a long term solution that produces the best results when combined with regular reviews and in depth understanding of client’s objectives and changing circumstances.

John joined Quilter Private Client Advisers in 2016.

BA (Hons) DipPFS

After studying in Newcastle and living in Sydney for a year Jonathan joined the Graduate program at Quilter Private Client Advisers in 2018. Jonathan has deep roots within the financial services industry having grown up with the exposure to a family financial advice business which became the foundation of Jonathan’s ambition to become a financial planner.

Jonathan looks to build long term relationships with his clients to understand their unique circumstances and objectives. His specialities include retirement planning, inheritance tax planning, financial protection and wealth preservation. Jonathan is committed to achieving the highest professional standing in financial services and he is currently working to Chartered Financial Planning status.

DipPFS Mark has over 20 years of experience in the industry in the roles of financial planner and senior financial planner. He provides holistic financial advice, however his main area of expertise is working with private investors on their investments and retirement planning requirements.

DipFA BSc Hons

Mike graduated from Sheffield Hallam University with a first class honours degree in Business and ICT. With this background, Mike prides himself on building strong client relationships and enjoys helping clients realise and achieve their financial goals. Having graduated from the Financial Adviser School, Mike has a Diploma in Financial Advice and a mortgage advice qualification. Mike specialises in giving holistic financial advice to individuals on their investments and retirement planning needs.

BA (Hons) FPFS

Michael is an experienced Financial planner having spent over a decade in the private banking sector, advising clients in all areas of financial planning. Michael is a Chartered Financial Planner and is a Fellow of the Chartered Institute of Insurance. Michael has particular expertise in the area of pension transfers, investments and estate planning, and thrives on helping clients find innovative solutions to reach their financial planning objectives.

DipPFS, RLP ®, BA (Hons)

As a Financial Planner, Nick understands that effective financial planning can deliver life changing outcomes for clients. That’s a huge responsibility and privilege that needs a passionate and professional approach. It’s about making a technical subject easy to understand, keeping you on track to reach your end game! It’s his firm belief that everyone’s financial plan should have excellence as standard. Nick has been successfully delivering that to clients for over 12 years.

Nick joined Quilter in December 2018, having previously worked as a Director of a Financial Practice in South Manchester. Away from work Nick has a passion for most sports and cars, but most of all time with his daughter.

BEng (Hons) DipFA

As a former aeronautical engineer, Robert uses his engineering experience to apply the same precise approach and attention to detail to his clients' finances. He holds the Diploma for Financial Advice, the industry standard qualification allowing him to advise on his main areas of expertise; retirement planning, long term investment and inheritance tax mitigation.

DipPFS

Steve started in the industry as an independent financial adviser in 1988 and he still looks after his first two clients 27 years later. He co-founded his own investment company, which expanded to employ 35 advisers and manage £400m of client assets, before selling the business in 2008. Steve’s main areas of expertise are around investment and retirement planning, including inheritence tax planning.

Dip FA

Steven has extensive financial services experience gained over the past 15 years. His career began in the banking sector, later progressing to work as an adviser in private practice providing holistic financial advice. He is passionate about providing clients with the highest levels of ongoing service and specialises in advising private individuals on investment, retirement and estate planning. Steven is continuing his professional development to achieve chartered status in the near future.

Dip PFS

Stuart is now in his 20th year of financial planning for clients. He has experience in all areas of planning, with particular expertise and qualifications in pensions and investments. He has achieved the Diploma in Financial Planning, which is an industry recognised qualification of excellence. He works closely with solicitors and accountants to ensure quality advice for his clients.

BA (Hons) DipFA

Teresa has over 10 years’ experience in the financial services industry and has a solid understanding of the best ways to work with clients to deliver impressive financial solutions. Teresa prides herself on her ability to engage with people and build long-term relationships. She understands and responds to clients’ personal financial goals and needs, providing a first-class, personable service that is built on trust and integrity.