Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.
We believe in face-to-face service and have a large team of Advisers spread across the UK.
We are part of the Quilter Financial Planning network who are wholly owned by Quilter plc, a leading provider of financial advice, investments, and wealth management both in the UK and internationally, managing £117.8 billion of investments on behalf of over 900,000 customers (as at 31 December 2020), we operate in one of the largest wealth markets in the world – and one that is growing.
Most importantly we are a business that puts good customer outcomes at its heart, helping to create prosperity for the generations of today and tomorrow.
Qualified and experienced in all areas of financial planning. I also hold the relevant qualifications that allow me to give advice on transfers from final salary/defined benefit pension schemes.
Areas of expertise:
Final Salary Pension transfers
Lump Sum Investments
Tax and Trust Planning
Life Insurance and other Protection areas
Pensions in Divorce
Please note, I am unable to assist anyone below the age of 55 for a final salary/DB pension transfer.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Tax, Trusts and Buy to Let Mortgages are not regulated by the Financial Conduct Authority.
Tax treatment varies according to individual circumstances and is subject to change.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.