Quilter
We chose to be part of the Quilter Financial Planning group, a network of around 3,000 financial advisers looking after their clients’ interests throughout the UK.
Quilter Financial Planning is one of the leading financial advice networks in the UK, with a strong track record of delivering great customer solutions. Quilter Financial Planning itself is part of Quilter, a company with real financial strength that offers long-term security for all its customers. We visit the marketplace on your behalf and provide restricted advice.
After we have assessed your needs, we will advise and make recommendations for you, but will only offer advice from a panel of leading investment and insurance companies. Our recommendations will be made following an analysis of our entire range of products and services. We will be happy to provide you with a list of the companies on the panel at your request. The financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, wrappers and platforms is time-consuming and costly – a cost that ultimately finds its way to you, the end consumer.
Having worked with a wide range of clients in all areas of financial planning, it became clear that using a tailored range of handpicked solutions could help with this. Together with some of the most modern and efficient products available, this has proven to be the best way to cater for many of our clients’ financial needs. So, by restricting our comprehensive advice service to a carefully chosen range of products and providers, we are able to remove that complexity and therefore keep costs low, and focus on providing great service.
Furthermore, if an occasion ever arises where we are unable to meet any specific need you might have via our chosen providers, we are able to search the broader market for an appropriate solution. We believe this approach offers our clients the best of both worlds: a first-class range of providers and products designed to meet the vast majority of their needs at a reduced cost, with the capability to look more widely should the need arise.
The analysis is carried out centrally at Quilter Financial Planning to ensure the offer is of the highest quality, and that it remains up-to-date and appropriate to meet your needs both now and in the future.
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