Quentin McCormick
Wealth Management Adviser
Liverpool
Experience
I oversee the day-to-day management and development of the business, including our investment committee. In addition to my management duties, I also advise a portfolio of high-net-worth clients / families.
I am a Chartered Wealth Manager, Chartered Financial Planner and Certified Financial Planner.
I am a past regional chairman for the Institute of Financial Planning (now CISI) and the CISI Accredited Firms Steering Committee.
I have been advising clients since 1996 and specialise in high-net-worth families and business owners.