SP
Shanil Patel Dip Fa Cert Ltcp
Manager, Financial Planning Administration at Quilter Cheviot
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Work Experience
Manager, Financial Planning Administration
Aug 2016 - Present · 8 years and 4 months
Assistant Team Manager
May 2014 - Jul 2016 · 2 years and 2 months
Client Relationship Manager
Nov 2021 - Aug 2024 · 2 years and 9 months
Company Details
501-1000 Employees
Making the right investment decisions takes skill, resources and experience. At Quilter Cheviot you will find all three in abundance, and is why we have been managing money for over 10 generations. This means that for your lifetime, and for generations to come, there is only one investment decision you need to make. Key facts about Quilter Cheviot: • One of the largest discretionary managers in the UK with over £25.2bn in funds under management* • Providing discretionary managed investment portfolios for private clients, professional intermediaries, charities, trusts and pension funds. • 14 offices across the UK, Jersey, the Dubai Internal Financial Centre, and a wholly-owned subsidiary in Ireland: Quilter Cheviot Europe Limited. • Managing portfolios for over 36,000 clients*. • Part of a FTSE 250 company (as part of Quilter PLC). *As at 30 June 2022 IMPORTANT: Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover what you invest. Investments or investment services referred to may not be suitable for all recipients, if you are in any doubt you should seek independent financial advice. The information published on LinkedIn (“Social Media”) by Quilter Cheviot Limited (“Quilter Cheviot”) should be used for information purposes only. None of the information contained on the Social Media constitutes: financial or other professional advice (whether legal, tax, accounting or otherwise); or a recommendation, offer or solicitation to purchase (or sell) an investment. In addition to the terms outlined here, the terms and conditions on http://www.quiltercheviot.com/important-information/ shall apply to the Social Media as if the term ‘Website’ referred to ‘Social Media’ instead.
Year Founded
1771
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Capital and financial investment consultants, Financial and insurance services, Business Services, Independent financial advisers
HQ Location
Senator House 85 Queen Victoria Street London, EC4V 4AB, GB
Keywords
Investment managementDiscretionary Fund ManagementFinance
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