About us

Quilter Financial Planning is one of the UK’s largest and most respected distributors of financial advice. More than 3,300 advisers choose to be part of our network as we provide them with the specialist support they need to deliver the highest quality advice for their clients.

Our advisers operate across all markets, from wealth management and retirement planning advice through to dealing with mortgages and protection needs. The financial strength of Quilter, combined with Quilter Financial Planning’s ongoing success, allows us to consistently invest in our business and the advisers we support. Each adviser strives to continually improve their professionalism through ongoing personal development.

 

How our advisers can help you

Your financial situation is unique and so are our services.

Quilter Financial Planning advisers are fully qualified and professionals in their field. The approach is simple:

  • we find out all about you
  • we understand your financial goals and your appetite for risk
  • we will advise and make recommendations for you

We have a strong track record of delivering great customer solutions across all markets, so whether you are looking for advice on wealth management, retirement planning through to dealing with your property wealth we’re here to help you achieve the best outcome across all stages of your financial life.

Line chart showing the products or services needed depending on your age.

  • Protecting wealth - Protecting you and your family’s standard of living against the unexpected.
  • Property wealth - Ensuring the best arrangements for your home, second home, buy-to-let or commercial properties.
  • Managing wealth - Making the most of tax-efficient investment opportunities so that money is available when you want to spend it.
  • Creating wealth - Ensuring you maximise your standard of living for when you do not want to work so hard.
  • Business wealth - Helping small and medium-sized enterprises to grow and become more profitable.
  • Preserving wealth - Preserving the value of your estate for the benefit of your family.
  • Retaining wealth - Retaining more of your hard-earned money legally and ethically.

 

ftaw-top-100-fas-2020-qfp-full-rgb - 300x300 (1).jpgWhy choose Quilter Financial Planning?

Thousands of customers trust Quilter Financial Planning to provide the right advice and solutions for their personal and business protection needs.

For the second year running, we're are proud to be top of the FTAdviser’s annual Top 100 Financial Advisers list. Recognising not only the growth of our businesses over the past year, but also our continued commitment to providing quality face-to-face advice.

 

Focused on you

Our advisers are focused on providing the right advice and solutions for their clients, both individuals and businesses.

A name you can trust

Established in 2006, we have grown to become one of the UK’s largest and most respected distributors of financial advice.

Expert advice

We operate across all markets, from wealth management and retirement planning through to mortgages and protection.

Strength and stability

We are part of Quilter, a company with real financial strength that offers long-term security for all its customers.

Investing in advice

We continually invest in our business to improve our proposition, our service and the dedicated support we provide.

Value for money

We use our buying power to drive down costs and negotiate exclusive products and features you won’t find anywhere else.

 

Our promise to you - our client charter

  • We aim to provide a fully comprehensive service to all of our clients
  • We are confident that we will deliver a high-quality service that will be among the best in the financial services industry
  • We continually strive to improve our professionalism through personal development
  • We follow the principles of Treating Customers Fairly
  • If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions
  • Our processes and procedures follow the guidelines as laid down by our business support network, Quilter Financial Planning
  • We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know. If you are ever unhappy with the service you’ve received, we will do our best to put it right.

Need more information?

If you have any queries please contact your Quilter Financial Planning Adviser.