Nicki Pettis
Investment Analyst
Salisbury
What attracted you to a career in wealth management
I joined Quilter Cheviot in December 2016 following a 28-year career at Lloyds Banking Group.
Once I had established, that the role I was applying for at Quilter Cheviot, was in the world of Investment Management, this did appeal to me with having a previous career in the finance sector.
What would you like to achieve for clients?
My principal responsibilities are managing client payments, account closures and deceased portfolio directives and supporting the day-to-day investment administration for Vaughn Webber and Dominic Lacey. A main feature of my role is liaising with clients and IFA’s to expedite their administration requirements whilst managing expectations throughout to provide a high-quality service.
What are you passionate about in life
Outside of work, I very much enjoy catching up with friends and family over a good meal and the odd glass of wine! Whether that be cooking at home or eating out. My other interests include pottering around in the garden and relaxing on holiday.