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Chester office

Meet our financial planners

Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

Transferring out of a final salary pension is unlikely to be in the best interest of most people.

The FCA do not regulate inheritance tax planning.

Contact

Quilter Private Client Advisers
International House
Kingsfield Court
Chester Business Park
Chester
CH4 9RE
Tel: 01244 621721

advice@quilter.com

Sarah Waring – Client & Proposition Director

Sarah Waring – Client & Proposition Director

BSc (Hons)

Sarah has worked in financial services for the last 13 years, following the achievement of her First Class Honours degree in Mathematics. She started her career as a graduate trainee in 2005, and became a qualified adviser a year later. In 2008, she was awarded with the Financial Times’ ‘Newly Qualified Adviser of the Year’ award. Sarah joined Quilter Private Client Advisers in July 2015 as a Regional Director, with the responsibility of growing the Chester Team.

Gareth Murray – Graduate Financial Planning Manager

Gareth Murray – Graduate Financial Planning Manager

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.

Michael Allen – Financial Planner

Michael Allen – Financial Planner

DipFA BSc Hons

Mike graduated from Sheffield Hallam University with a first class honours degree in Business & 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.

Michael Battersby – Chartered Financial Planner

Michael Battersby – Chartered Financial Planner

BA (Hons) APFS

Michael is an experienced financial adviser having spent over eight years in the banking sector, advising clients in all areas of financial planning. Michael is a Chartered Financial Planner and also hold specialist qualifications in Discretionary Fund Management. Michael has particular expertise in the area of investments and estate planning, and thrives on helping clients find innovative solutions to reach their financial planning objectives.

Robert Beswick – Financial Planner

Robert Beswick – Financial Planner

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.

Paul Bullough – Financial Planner

Paul Bullough – Financial Planner

DipPFS

Paul has spent over nine years meeting the financial needs of his clients, both previously in an independent capacity as an independent financial adviser and also as a senior financial planner with a large insurance company. He has a particular passion for building and maintaining lifelong financial strategies which will continue to suit his clients’ needs on an ongoing basis. In order to ensure the best possible levels of service, Paul is qualified across a range of financial disciplines and is continuing his professional development by working towards chartered status.

Steve Daborn – Financial Planner

Steve Daborn – Financial Planner

Dip PFS

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.

Steven Donnelly – Financial Planner

Steven Donnelly – Financial Planner

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.

Teresa Dunning – Financial Planner

Teresa Dunning – Financial Planner

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.

Sophie Edwards – Acquisitions Manager

Sophie Edwards – Acquisitions Manager

BSC (Hons)

Sophie has worked in financial services for the last 14 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.

Adam Ellithorn – Chartered Financial Planner

Adam Ellithorn – Chartered Financial Planner

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.

David Gibb – Chartered Financial Planner

David Gibb – Chartered Financial Planner

BSc (Hons) CFP MCSI FPFS

David joined the industry over ten years ago, soon after graduating from University. He is one of the most qualified advisers in the UK, having achieved Level 7 Chartered Wealth Manager status, and holding qualifications in long term care, equity release, and pension transfers. David’s specialism is pensions, and he excels in helping clients in making sense of complex technical arrangements. David also has strong experience with corporate clients.

Stuart Griffiths – Financial Planner

Stuart Griffiths – Financial Planner

Dip PFS

Stuart has worked in financial services for 16 years and has experience in all areas of planning, with particular expertise 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.

Jamie Hughes – Chartered Financial Planner

Jamie Hughes – Chartered Financial Planner

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 two 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.

Niel Lingwood – Business Development - Chester

Niel Lingwood – Business Development - Chester

Niel has over 30 years’ financial services experience and has owned Maestro Financial Services since 1987. From small beginnings, he has built the company to become what it is today – a respected business based almost completely on client recommendations, providing a highly personalised service.

Kate Manifold – Financial Planner

Kate Manifold – Financial Planner

BA (Hons) MA DipPFS

Kate has worked within the financial services industry for the past 13 years after graduating with a degree in economics and a masters in finance and banking from the University of Wales Bangor. Wanting to follow a career in financial services Kate worked for a highstreet bank before qualifying as a financial adviser in 2006. For the past 10 years Kate has developed a broad spectrum of knowledge and experience offering clients bespoke financial planning solutions. Kate prides herself on her approachable manner and places great importance on building long-term, professional relationships with her clients.

Dave Morrell – Financial Planner

Dave Morrell – Financial Planner

BA (Hons) DipPFS

David has 11 years of experience in the industry as a financial planner, based initially in the North West and for the past four years in 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.

Hannah Owen – Financial Planner

Hannah Owen – Financial Planner

BSc(Hons) DipFA CeMAP

Hannah came to the financial services industry after graduating from UCLan with a degree in Mathematics.

Having worked extensively with children and engaging them in STEM subjects, Hannah has a passion for working with people of all ages and helping them to understand and achieve their goals.

A graduate of the Financial Adviser School, Hannah holds a Diploma in Financial Advice, allowing her to provide holistic financial advice to clients.

Jamie Reed – Financial Planner

Jamie Reed – Financial Planner

DipFA CeMAP

Jamie is a former professional footballer. He decided to transfer the relationship skills built up in professional football to financial services, graduating from the Financial Adviser School with a Diploma in Financial Advice and Certificate in Mortgage Advice and practice. Jamie prides himself creating a strong bond between himself and the client, helping them towards their financial goals.

Mark Welsh – Financial Planner

Mark Welsh – Financial Planner

Dip PFS

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.