Quilter Financial Planning - Edmund Hastie

Restricted - Whole of Market  Millennium Bridge House, Queenhithe, London, EC4V 4AD
First meeting at adviser's own cost
You work hard for your money. Does your money work hard for you? You visit your doctor for a physical heathcheck. Why not have a free financial healthcheck to ensure you are making best use of growth and tax efficiencies?
We can advise you on
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Group Pension/Stakeholder
Response rating
10/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Edmund Hastie
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

A modern, air conditioned, office with a variety of meeting rooms available for client use.

Edmund ensures that any first meeting with a client is a financial health check for all potential clients, highlighting any development areas and devising solutions tailored to client needs and budget.

Our services

Get to know you and your financial needs!

Every client is unique and getting to know you and understand your financial objectives is key. Once we devise your financial plan, we can work with you to help you achieve your financial goals.

Existing clients will have a review every 6 months, or annually, dependent upon client circumstances and needs. This ensures they are up to date with any current changes in legislation and the impact it may have on their finances.

Edmund is only ever a phone call or an email away, so why not get in touch now to discuss your financial planning needs?

Where to find us
Head office address: Millennium Bridge House, 2, Lambeth Hill, Queenhithe, London, EC4V 4AD
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 22nd February 2021

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