Quilter Financial Advisers

Restricted - Whole of Market  29 Farmbrook, Luton, LU2 7SQ
First meeting at adviser's own cost
Local honest advice! I will always treat every client the way I would like to be treated.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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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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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Group Protection/Life Insurance
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Ashley Lawrence
Financial Planning Consultant

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 exam accesses understanding of the financial services industry including regulation and legislation.

What our clients say
Ashley has always looked after my finances including pensions and investments. Now I have a young family he has also looked after all of my protection needs to make sure we are looked after in any circumstance. You will always get the truth from Ashley. Highly recommend!
Mathew Brecknock, Bedford
About us

Charles Derby have recently been re-branded to Quilter Financial Advisers.
Quilter are a huge company in the Investment world. They provide us with the financial backing, guidance and compliance to look after our clients in every way.

Our services

Finding solutions to increase the client’s personal wealth and protect a client’s future and their families. Full holistic advice.

Starting a pension to plan for your future;

Accessing your pension from age 55 to plan for retirement;

Investing funds in a tax efficient manner;

Protecting your family with Life & Serious Illness Cover, Private Health Care, Family Income Benefit.

Ongoing monitoring of your portfolio and access to an adviser.

Where to find us
Head office address: 29 Farmbrook, Luton, LU2 7SQ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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