Natasha Bogle

What attracted you to a career in wealth management?

I joined Quilter Cheviot in 2015 after graduating with a First in Finance & Economics from the University of Manchester. My pursuit of professional qualifications led me to become a member of the Chartered Institute for Securities and Investment. As an Investment Manager, I oversee investment portfolios for a diverse clientele, including individuals, trusts, pension funds, charities, and corporations. The dynamic nature of the financial world and the opportunity to directly impact clients' financial goals drew me to this career.

How do you look after clients?

With several years of experience as an Investment Manager, my role involves the management of diverse investment portfolios. I prioritize personalized service, understanding that each client has unique objectives. This approach involves regular communication and tailored portfolio management to align with individual preferences and goals. By staying in close contact with clients, I help them navigate their financial journeys and make informed decisions, ultimately assisting them in achieving their financial objectives.

What are your interests outside of work?

Beyond my professional responsibilities, I find solace in staying active and connecting with the outdoors. Whether it's running, participating in water sports, walking my dogs, or gardening, I appreciate the balance that outdoor activities bring to my life. These pursuits offer a refreshing break from the financial world and provide an opportunity to recharge and reconnect with nature.