Quilter Financial Adviser School

Launches Level 6 Chartered Course and rebrands


Darren Smith

Head of Quilter Financial Adviser School

The Financial Adviser School (FAS) is pleased to announce that it has expanded its offering by now giving its students the opportunity to complete a level 6 financial advice qualification and to obtain their advanced diploma.

Alongside the new course, Quilter plc is also pleased to announce that FAS has rebranded to Quilter Financial Adviser School, following the rebrand of Quilter Private Client Advisers earlier this month.

FAS welcomed a qualified level 6 trainer to the team in April to develop the new programme and he will train the current cohort of students who started last week. The length of the level 6 programme will be approximately 19 months.

The FAS Advanced Diploma programme is available for the whole of market, to any adviser wishing to take the qualification. FAS also offers a training programme for the Level 4 Diploma in Financial Planning and, in July 2017, it added a standalone programme for individuals to obtain their certificate in mortgage advice (CeMAP).

Head of Quilter Financial Adviser School, Darren Smith, says:

“We are very excited to be able to continue to support the growth of the financial advice market by now offering the level 6 qualification and to give our Diploma graduates the opportunity to become chartered members of the LIBF. Providing the market with additional avenues for progression is key to making sure more customers can benefit from a very high level of face to face financial advice.

“The new programme, which had our first cohort attend their induction last week, included advisers from firms who have used our Level 4 training to bring new advisers into their businesses as well as one of our Level 4 graduates. This new programme also coincides with our rebrand to the Quilter Financial Adviser School and the change of name gives us a fantastic opportunity to strengthen our brand within the industry and collaborate as part of the wider Quilter business.”

Michelle Andrews, Quilter chief marketing officer, adds:

“Quilter Financial Adviser School adds a huge amount of value to our brand. To have a business in our group that is dedicated to growing future financial planners for the UK advice sector is testament to our belief in the value of face to face advice.”

For more information contact

Alex Berry
02380 726260
07741 151931

Notes to editors

Intrinsic is part of Quilter plc, a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £116.5 billion in customer investments (as at 30 June 2018).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions and discretionary fund management.

The business is comprised of two segments: Wealth Platforms and Advice and Wealth Management.

Wealth Platforms includes the Old Mutual Wealth UK Platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

Advice and Wealth Management encompasses the financial planning network, Intrinsic; Quilter Private Client Advisers; discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

The Quilter plc businesses are being re-branded to Quilter over a period of approximately two years:

  • The Multi-asset business is now Quilter Investors
  • Intrinsic to Quilter Financial Planning
  • The private client advisers business is now Quilter Private Client Advisers
  • The UK Platform to Quilter Wealth Solutions
  • The International business to Quilter International
  • The Heritage life assurance business to Quilter Life Assurance
  • Quilter Cheviot will retain its name

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc. Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270.  Registered in England.