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Quentin McCormick

Quentin McCormick

Chartered Wealth Manager Chartered Financial Planner Certified Financial Planner

Position: Managing Director


Holding the Chartered Wealth Manager, Chartered Financial Planner and Certified Financial Planner qualifications, Quentin combines extensive technical knowledge with a creative flair that delivers highly individual solutions for his clients. He is a past Regional Chairman for the Institute of Financial Planning which, in 2015, merged with the Chartered Institute for Securities and Investments. 

He successfully advises a range of clients including individuals, trust funds, senior executives / directors at multi-national companies and PLC's. He simplifies the complicated and brings clarity to otherwise complex matters.

His interests vary from sailing, golf and skiing to watching Liverpool FC and spending quality time with his wife and children.

An ideal day would see Quentin skiing in the morning, golfing in the afternoon and then dinner at a Greek taverna on a secluded beach in the evening.

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