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
I am a self-employed Financial Adviser based on the Hampshire / Wiltshire border with the national firm Quilter Financial Advisers.
Quilter Financial Advisers are a UK based 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 UK.
Quilter is a leading provider of advice, investments and wealth management both in the UK and internationally. Crucially we give customers and financial advisers choice and flexibility in how they choose to access our solutions and services. Managing £110.4 billion of investments on behalf of over 900,000 customers (as at 31 December 2019), 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.
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."
I can provide advice on Pensions, Investments, Mortgages, Insurances, Wills and Inheritance Tax Planning.
I offer a FREE initial no obligation consultation to discuss your needs and objectives. If you wish to proceed after the initial meeting then we can discuss the options for how to pay for my services either through direct payment or via product facilitated charges.
I pride myself on taking time to fully understand our clients needs and objectives to build long lasting relationships. I try to operate in a Jargon Free environment to help my clients better understand their Finances.
The Close, Hatherden, SP11 0HW
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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.