Chloe is an Advice Associate at Alteris, currently completing her Professional Year on the path to becoming a Financial Adviser.

With a long-standing interest in finance, numbers, and investments, Chloe was drawn to the financial services industry for its combination of technical problem-solving and meaningful client work. She particularly enjoys the balance between strategic thinking, structured advice, and delivering high-quality client service.

Prior to her current role, Chloe spent three years at Alteris working as a Client Services Manager. During this time, she worked closely with advisers and clients across the advice process, building strong practical experience and developing a clear, client-first approach. She also holds a degree in Financial Planning, further strengthening her technical foundation.

Chloe values Alteris’ strong client focus and collaborative team culture, and appreciates being part of an environment that supports ongoing learning, professional development, and long-term growth.

Outside of work, Chloe enjoys spending time with family and friends, staying active, and enjoying the outdoors.