Dylan Jacobs
Regional Development Manager
Bristol
Role at Quilter Cheviot
My primary role is to work with advisory firms to understand their objectives, aspirations and goals, and tailor the products and services offered by Quilter Cheviot to suit the needs of their clients. I also act as a conduit between the advisory community and our team of investment experts to ensure the needs of the market are understood within the business. Finally, I act as a first point of contact for our advisory partners to ensure the highest standards of care to those who choose to do business with us.
Dylan joined Quilter Cheviot in March 2022. Prior to this, he worked in a similar role for Royal London pensions covering a panel in the South West & Wales region for 15 years. Dylan has a total of 21 years’ experience in pensions and investments with 18 years of this being in business development.
Contact information
Explore more about Dylan
Dylan holds the CFA Investment Management Certificate and the CII Regulated Diploma in financial planning. In addition, he has completed the advanced CII Investment unit, AF4.
Outside of work Dylan is a keen sports fan, primarily football, cricket and golf. Aside from this, he’s a fan of DIY and gardening.