Laura Broadhead

What attracted you to a career in wealth management?

My journey into wealth management commenced in 2012 when I joined Capita Asset Services. Since then, I've accumulated over a decade of experience in financial services, progressing through positions such as Client Administrator at Myddleton Croft Investment Managers and my current role as an Investment Administrator at Quilter Cheviot. This professional path equipped me with insights into managing investments and serving clients' financial needs, leading me to a fulfilling career in wealth management.

How do you approach your role on a daily basis?

In my capacity as an Investment Administrator for the past four years, my role is to look after administration of client portfolio’s. My work supports the processes that ensure clients' investments are managed efficiently. This contributes to the smooth operation of the wealth management team, aiding in delivering tailored solutions to clients.

What are your interests outside of work?

Outside of my professional commitments, I maintain an active lifestyle by participating in fitness classes three times a week. I engage in group training sessions with local women, known as "Overpower." Staying physically active and working out with a supportive community allows me to unwind and maintain a healthy work-life balance.