References to we, us or our (or words of similar import) means Quilter Financial Planning, a limited company registered in England (company number: 5372217) whose registered office is: Wiltshire Court, Farnsby Street, Swindon SN1 5AH, United Kingdom. References to you mean the person accessing and using the website (as defined below).

References to website means the website operated by us or on our behalf,

We use cookies and similar technology on the website.

What is a cookie?

Cookies are text files containing small amounts of information which are downloaded to your computer or device when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another website that recognises that cookie. Cookies enable the website to perform useful tasks, which include:

  • helping us to recognise a user’s device;
  • letting you navigate between pages efficiently;
  • helping us to improve the browsing experience; and
  • ensuring that adverts you see online are relevant to you and your interests.

You can find more information about cookies at:; and

The cookies used on the website have been categorised based on the four categories found in the International Chamber of Commerce UK Cookie guide.

What types of cookies do we use on the website?

More information regarding the cookies that we use and the purposes for which we use them can be found in the table below.

Cookie Type


What this cookie does

Strictly necessary cookies

These cookies are required for the operation of the website.

If you block these cookies we cannot guarantee access to the services provided through the website or be sure how the website will perform during your visit.

We use these cookies to:

  • Remember your preference as to whether you wish to allow us to store cookies on your device
  • Identify individual clients behind a shared IP address and apply security settings on a per-client basis
  • Ensure internal session data is correctly managed across multiple concurrent visitors, for example requests and responses.

Performance Cookies

These cookies allow us to recognise and count the number of visitors and see how visitors move around the website when using it. This assists providers in improving the way their website works, for example, by ensuring that users are finding what they are looking for easily.

We use these cookies to:

  • Find out which pages of the website are visited most often
  • Improve the functionality of the website and find out whether visitors experience any error messages.

Managing Cookies

You can manage cookies from any website through the settings in your browser; however blocking cookies may affect your experience using our website and potentially restrict your access to part or all of the pages.

You can find out more about how to manage cookies here:

Third Party Providers

Our website uses Google Analytics, which is a web analytics service provided by Google. For more information, including details of how to block these cookies specifically, please see:

Pixel Tracking

Some pages on the website and our emails contain pixel tags (also referred to as web beacons, web bugs, tracking pixels, java tags and clear gifs). These allow us and our advertisers or service providers to:

  • collect non-identifiable cookie data;
  • customise the communications we send you and the content provided to you on our website when required;
  • retarget users who have come from social media platforms such as Facebook and LinkedIn; and
  • collect statistics regarding the way you use the website and interact with the emails we send you.

Note: The tags on our website do not collect or store any personal/identifiable information and we only book through advertisers or services that are fully compliant with the relevant data protection law.