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Sally Daniel

Investment Assistant
London

Role at Quilter Cheviot

I am responsible for assisting Alex Chalkley and Ian Brasington in the management of investment portfolios on behalf of individuals, trusts, charities and pension funds, ensuring that all clients receive a first class service.

Sally has been with us for seven years and has a total of twelve years’ experience in the financial industry, having previously worked for HSBC.

Explore more about Sally

Sally completed her Certificate in Investment Operations (IOC) in 2011.

Outside of work Sally is a keen netball player.

The value of your investments and the income from them can fall and you may not recover what you invested.