Quilter Financial Advisers

Restricted - Whole of Market  6 Tollgate Business Park, York, North yorkshire, YO1 7EJ
First meeting at adviser's own cost
I advise all aspects of personal financial planning, whilst specialising in the area of safeguarded benefits such as Final Salary pension transfers. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Buy my next home
check
Buying first home
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
Response rating
10/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Adam Carr
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

About us

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. They manage £110.4 billion of investments on behalf of over 900,000 customers (as at 31st December 2019).

Our services

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.

We continually strive to do this through quality face to face advice, through strong, long term investment management performance, through our commitment to building long-term relationships, and by delivering consistent and award-winning customer service.

Where to find us
Head office address: 6 Tollgate Business Park, Tollgate West, Colchester, Essex, CO3 8AB
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Independent Financial Adviser 0 mi
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
 
Independent Financial Adviser 0.12 mi
Providing friendly bespoke financial advice in simple to understand language based on independent research from the whole of the market.
 
Independent Financial Adviser 0.16 mi
A friendly and common sense approach to helping you look after your money so that it can look after you!
 
Independent Financial Adviser 0.24 mi
Local Independent Financial Advisers assisting clients in all areas of financial planning.