Chidi Kalu at Quilter Financial Advisers Ltd

Restricted - Whole of Market  Cheltenham, Cheltenham, GL51 8NP
First meeting at adviser's own cost
For me, financial planning is more than just numbers; it’s the people and dreams behind the figures that matter the most. My clients are happier and live a more enjoyable lifestyle, knowing that they have an advisor they can trust.
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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Pensions transfer
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SIPPs
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Stakeholder
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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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Flexible mortgages
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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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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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Unit trusts
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Lump sum
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National savings
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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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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate planning
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Corporate pension
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Employee benefits
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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
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Chidi Kalu
Financial Planning Consultant

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

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. Managing £107.4 billion of investments on behalf of over 900,000 customers (as at 30 June 2020).

Our services

I'm a qualified financial adviser and wealth management consultant, dedicated to helping individuals, families and business owners overcome their money stressors, make better financial decisions and achieve their financial goals.

How can I help you?
- Starting a new pension
- Changing contributions to an existing pension
- Consolidating two or more pensions
- Taking benefits from your pension
- Investing an inheritance or lump sum
- Ensuring you don’t pay too much tax
- Achieving a specific financial aim
- Investing regular amounts
- Investing for a big event
- Buying a house for the first time
- Getting the right deal for your existing home
- Securing an income by renting a property
- Ensuring your loved ones can cope financially, should you die unexpectedly

I offer a FREE initial 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.

I work with clients in London and Gloucestershire.

Where to find us
Head office address: Cheltenham, Cheltenham, GL51 8NP
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    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
9.0/10
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FCA authorised
Last authorised 13th September 2021

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