Welcome to Quilter Financial Planning

Quilter Financial Planning (formerly Intrinsic) is a leading provider of value-based, business to business support – we can help you run your business more profitably, grow sustainably and, eventually, exit with confidence.

Are you an adviser looking to join our network as a member firm?

We partner with businesses to make sure you can run your firm more profitably, grow sustainably and exit with confidence.

Read how to join us

Would you like to work for one of our existing member firms?

Are you an adviser or support staff? We support over 1,300 appointed firms of all shapes and sizes with a variety of vacancies.

Read how to join a new firm

Are you looking to sell your firm or exit the market with confidence?

When the time comes to step away, talk to Quilter Financial Planning to discuss your next steps for you and your business.

Read how to exit

Our new podcast series: Beyond the balance sheet

Our new ‘Beyond the balance sheet’ series lifts the lid on the world of financial advice, providing insights and inspiring stories for those already in the industry or anyone thinking of a new career.

Listen to podcasts

Why use a Quilter Financial Planning Adviser?

Your financial situation is unique and so are our services. Our advisers operate across all markets, from wealth management and retirement planning advice to dealing with mortgages and protection needs so you can be confident we can help you achieve your financial goals – whatever they may be.

Find out more

FT Adviser’s Top 100 Financial Advisers Member 2020 ranked number one, Quilter Financial Planning

FTAdviser’s annual Top 100 Financial Advisers list

We're delighted to announce that Quilter Financial Planning has achieved first place in the FTAdviser’s annual Top 100 Financial Advisers list for the second year running.

We're very proud of winning this award, which recognises not only the growth of our Network and National businesses over the past year, but also our continued commitment to providing quality face-to-face advice.

Company of the Year

Quilter was also awarded ‘Company of the Year’ at the FT Financial Adviser Service Awards 2020.

The Financial Adviser Service Awards, now in their 30th year, are much sought-after within the financial services industry. They are voted on by advisers with the aim of highlighting the very best in service provision.

How can Quilter Financial Planning help you?

Watch this short video with Director of Adviser Recruitment & Acquisition Scott Stevens to discover how Quilter Financial Planning can help you.

STAY SAFE

At Quilter we respect your privacy and the confidentiality of your personal data. We want to help ensure that you're doing everything you can to stay safe, especially when dealing with your finances.

There has been a rise in fraudsters who are impersonating Quilter and other financial services providers. They often use techniques such as creating bogus websites, sending ‘cloned’ emails that pretend to be from a real firm, and most recently we have identified fraudsters attempting to convince clients that a bone fide business has changed its bank account details to encourage funds to be paid into the fraudster’s own account.

To become scam smart and reduce the risk of fraud we urge you to review our guidance on how to keep your finances safe by visiting our dedicated stay safe page, which includes a scam reporting form if you believe you have been targeted.