Jilly Mann

Posted by Triad

Jilly joined the company in 2005. She is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds the Investment Management Certificate.

There is very little that goes on within the business that Jilly is not involved in. Not only does she manage the operations side of the business, but she is also very much involved in the advisory aspects. However, Jilly’s most significant role is heading up our Model Portfolio Service under which we manage more than £800 million on behalf of our clients.

Outside of work, Jilly follows most sports, but particularly rugby, cricket and tennis. She also plays the classical guitar.