Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.

Our advisers are focused on providing the right advice and solutions for their clients, both individuals and businesses. They operate across all markets, from wealth management and retirement planning advice through to dealing with your property wealth and personal and business protection needs.

Led by a highly accomplished and experienced management team, Quilter Financial Planning has the resources, the financial strength and a track record of success to deliver invaluable guidance and support to our members.

Since launch we have consistently exceeded market expectations. In 2017 our net revenue was in excess of £70m, making Quilter Financial Planning one of the most successful and fastest growing financial services businesses.

What this means for our advisers and their customers is that we continually invest in our business to improve our proposition, our service and the dedicated support we provide.

The service we provide

Our client charter

Positive Solutions – Altogether individual


The leadership team

Meet the Leadership Team and read their career biographies.

The board

Meet the Quilter Financial Planning Board and read their career biographies.