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Why choose us

The information in this section is for professional advisers only.

More than 3,300 advisers have chosen Quilter Financial Planning as the place to be 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.

If you choose to join Quilter Financial Planning we won’t try to shoe-horn you into a predetermined business structure. We are committed to providing appropriate choice for customers and supporting advisers in every market. So whether your firm is restricted, independent, or both, we offer you the choice to structure your business as you see fit. Whatever markets you operate in, Quilter Financial Planning gives you the flexibility to run your business the way you want to run it.

Quilter Financial Planning offers you:

  • Stability – through strong financial backing, expert leadership and profitable business
  • Security – with a comprehensive and constructive compliance regime and safe sales process backed by the right technology, we inform and train you on what's required so you can run your business safely and profitably
  • Flexibility – with a range of distribution channels all on a single IT platform, we give your business scope. And help keep your business moving through our relationship support teams and training programmes.

Supporting you so you can grow your business

Developing you and your business

Technology that makes your life easy