Quilter Financial Advisers - Victoria Mcleod-Gayle.

Restricted - Whole of Market  6 Tolgate Business Park, Colchester, Essex, CO3 8AB
First meeting at adviser's own cost
Passionate about helping individuals from all walks of life achieve their personal financial goals.
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 & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Bad credit
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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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High loan to value
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Mortgage protection
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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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Socially responsible investments
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Unit trusts
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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
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Small business
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Estate planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MRS Victoria McLeod-Gayle
Financial Planning Consultant

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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.

About us

I am a self-employed Financial Planning Consultant based in Croydon with the national firm Quilter Financial Advisers.

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 are part of the Quilter Financial Planning Network who are owned by Quilter. Quilter is a leading provider of advice, investments and wealth management; managing over £100 billion of investments on behalf of 900,000 customers.

I am committed to helping individuals and business owners, achieve their financial aims, by providing 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. I then leave it entirely up to you to decide whether you wish to proceed after our initial meeting.

Our services

I pride myself on being friendly and approachable. This enables me to develop a good rapport with my clients to build long-lasting relationships. I endeavor to operate in a jargon free environment to help my clients better understand their finances.

Where to find us
Head office address: 6 Tolgate Business Park, Tolgate West, Colchester, Essex, CO3 8AB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021

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