Carly Nicholls
Investment Administrator
Birmingham
Role at Quilter Cheviot
My role is to assist David Jupp and his team with efficient support and client administration, including producing investment proposals. I also assist with day to day queries for my team from clients and intermediaries.
A key part of my role is Suitability, I make sure all Fact Finds and systems are up to date with the latest details before the Investment Manager can affirm the clients’ portfolio.
Carly has worked in the Investment industry for fourteen years, six of those with Quilter Cheviot.
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Outside of work Carly enjoys chasing after her young family.