WEBINAR: Adviser Delta- Articulating the value of advice

Now more than ever it is important to remind our clients of the value of taking financial advice with their money. Adviser Delta is designed to give you information that can be used with your clients to explain the benefits of having an adviser and the savings that can be made by doing so.

Helen Morrissey will be our speaker. Helen is the London Sales Director at Quilter Cheviot where she manages the London business development team whilst also working closely with some key professional intermediaries. When working with intermediaries Helen develops the relationships between the adviser and our investment managers by creating an awareness of the added value that Quilter Cheviot provide to both their business and clients.

Helen has been working in business development for over 30 years. She started her career in financial services at Friends Provident having completed a music degree at Lancaster University. This was followed by a long period at Skandia before moving to Axa Wealth. On the sale of Axa Wealth Helen moved to the offshore business, Utmost Wealth Solutions, before joining Quilter Cheviot 5 years ago.

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