Nik Ramsey

What attracted you to a career in wealth management?

I have over 20 years’ experience in the wealth management sector, initially as a Financial Planner before focussing on Investment Management serving the needs of individuals, trusts, Charities, Corporate Clients and Pension schemes. I studied for a BSc (Hons) in Geographical Sciences before attending Sandhurst and serving for over six years as an Infantry officer. I am a Chartered Fellow of the Chartered Institute of Securities and Investment Institute and holder of the CISI Diploma.

How do you approach your role on a daily basis?

I joined Quilter Cheviot as an Investment Manager in 2017 and have progressed to be the head of the Bristol office. My team and I provide a full-service discretionary portfolio management tailored to each client’s circumstances and needs, with dedicated first-class administrative support. Client situations vary considerably according to life stage, quantum of wealth, particular areas of interest and the future financial well-being of their families. Consequently, investment solutions are individual due to personal investment risk appetite. 

What are your interests outside of work?

In my free time, I enjoy watching rugby and spending time with my family and dog in the countryside.