Skip to main content

More than 3,300 advisers have chosen Quilter Financial Planning as the place to develop and grow their businesses. Why? Because Quilter Financial Planning has the size, the financial strength, and people with the knowledge and expertise to help advisers achieve more.

If you choose to join Quilter Financial Planning we won’t try to shoe-horn you into a predetermined business structure. Whether you are looking for a home for your business, or a role within a firm, we offer you plenty of choice. Whatever markets you operate in, Quilter Financial Planning gives you the flexibility to run your business the way you want to run it.

The information in this section is for Professional Advisers.

There are three ways to become part of our successful network. Please choose from one of the following options:

Are you a financial adviser looking to join a new firm?

Quilter Financial Planning supports over 1,300 appointed firms of all shapes and sizes, meaning we can find one that’s just right for you.

Are you looking to move your firm into our network?

Whether you are looking to de-risk your business, gain greater control of your rising cost base, or need help with growing your firm or positioning.

Are you a financial adviser looking to set up your own firm?

If you are an adviser with at least a year’s experience, a good business plan and the desire to start a firm, then look no further.

When the time comes to step away from your business, Quilter Financial Planning can match the right fit for your clients.

Are you looking to sell your existing advice firm?

Joining Quilter Financial Planning opens you up to an in-house market, where you can acquire and be acquired, using a clear and agreed valuation template.