Quilter Financial Advisers Ltd

Restricted - Whole of Market  The Close, Andover, Hampshire, SP10 3HN
First meeting at adviser's own cost
Free Face to Face Initial Consultations on all aspects of Mortgages and Financial Planning.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Stakeholder
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Bad credit
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Building your 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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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit 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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Paul Burnell
Financial Advisor

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

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.

Our services

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.

Where to find us

The Close, Hatherden, SP11 0HW

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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