Beth Barclay
Investment Administrator
Salisbury
Role at Quilter Cheviot
My main responsibility is to support a team of Investment Managers in Salisbury with a particular focus on suitability matters and ISAs, but also all client admin matters, where required.
Beth joined Quilter Cheviot at the beginning of 2016 and aspires to become an Investment Manager after completing all the required qualifications.
Contact information
Explore more about Beth
Beth graduated from Sheffield University having completed a dual honours degree in French and Philosophy, before studying for the ICSA Diploma in Trust and Company Administration, Business Management, Portfolio Management and Governance and Accounting. Beth is currently studying for the Investment Advice Diploma with CISI.
Beth speaks French and likes to travel. She likes all sports, but focuses mainly on yoga and cycling. Beth also loves her dogs and likes to get out walking in the countryside regularly.