At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients
What our clients say
I needed help with my private pension which I wished to take as drawdown. I was in isolation, so we had a telephone chat. Andy put me at ease with his professionalism, and he said that I was taking the right steps at the present time. He did advise me to double check my beneficiaries, which I have now done. His help over the phone was perfect and very understanding. I appreciated all his kind words and help. We hope to meet up within the year to see how thing are working out with my pension and he will definitely be helping me out then.
My experience of Andy was extremely positive. He is a consummate professional but more importantly he provides something much more important which is the human touch. My needs were a little complexed but he did everything in his power to help. On this occasion we could not proceed but I will be back to Andy at a later date for sure.
Andy’s advice was very reassuring in a time of crisis! Thanks Andy
We warmed to Andy straight away, we would not hesitate contacting Andy for assistance if it would be required in the future.
Knowledgeable, personable and professional; a pleasure to deal with.
Final salary transfer. Andy did a thorough review in order to provide me with balanced financial advice. He then transferred my funds. It was a very smooth and efficient process.
I wanted to draw down one of a number of small pension funds to provide an early retirement income. Andy arranged the whole process, providing a personal financial plan then arranging an appropriate product to meet my requirements. Everything was handled carefully and efficiently and Andy kept me up to speed with every stage. This was particularly impressive since it all took place during the lockdown period.
Having several private and work pensions, I was looking for advise on whether I should merge them into one pot or leave them as they were. Andy explained the pros and cons for each scenario. His advice helped me make the right decision for my situation. He kept me updated on how things were progressing and was always available to answer any questions I had. He gave me very sound advice, and I wasn't pressured into doing business with him.
I was looking for advice on pensions. Mr Fisher met with myself and my wife. He conducted a complete review of both our finances, completed a full and in depth report and advised us accordingly.
I needed to transfer two final salary schemes that can only be completed by a specialist F A I was also looking for the best advice on a limited budget and looking for someone who was prepared to provide tailored advice on a real value for money basis. He provided excellent information and details of the processes involved in the transfers. He also helped with future longer term investments and providing light touch on going advice. It was all achieved against a limited time frame to complete all the administration and with the added difficulty that the transfers were taking place at the height of the Covid19 crisis. I have the greatest of respect for Andy and the service he provided, a true professional.
Andy explained our pensions and oppositions to us both very professionally and in a way that we could both understand. Andy keeps in contact with us with regular updates on how things are moving along. Quite simply Andy could not have done any more to help us than he has already.
I found that I was able to transfer my pension from a previous employer and receive a cash free lump sum. I always ask only one thing of companies and professional people and that is that they do what they say they are going to do when they say they are going to do it and Andy did just that. Andy arrived for appointments when he said he would. He took the details of my current financial and personal situation as well as what I would require in the future and was able to, clearly, advise about the benefits and drawbacks of transferring my pension. He kept me informed at all stages about the progress of the transfer and ensured that all ran smoothly.
I needed help with inheritance. He put things in terminology that I could understand and I didn't feel pressured to take one particular product. He gave me many options and assessed the type of services I would need.
Looking to invest inheritance. Andy was extremely helpful and patient explaining the mine field of investments to me.
Life events conspired to suggest I needed a strong protection review. With immense detail, understanding and sympathy Andy found the very best deal the market could offer to accommodate my desires. Andy is proactive and led me through the process which is what I needed so I don’t know how he could have done any better.
I wanted my existing pensions and investments managed professionally. He reviewed my investments for me and made changes in relation to the level of risk that I was comfortable with. He did a very thorough job and made sure that I understood things properly.
To consolidate pensions. He assessed whether pensions should be moved and enabled it to happen where necessary.
Pension release. Andy sorted out everything for me.
Having to take retirement earlier than planned because of treatment resulting in loss of ability to carry out minimum duties required in my job. He gave me advice and guidance regarding this.
I came across a preserved pension I didn’t realise I had. Andy gave me advice and pointed me in directions that I didn’t realise were there. He kept me updated and contacted me when he said he would.
I wanted to transfer company pension to private plan. Andy help me to achieve the transfer and set up a new plan.
Transfer of DC pensions. Andy advised me on the best course of action to meet my needs and facilitated the transfer.
I was looking for a new advisor as I had a lack of support from previous advisor. Andy sorted out a pension transfer... very thorough with advise and reassurance I am on track. I really felt all areas were covered and am happy I made the switch.
My private pension provider Capita got in touch with myself to explain that I could at age 55 draw on some of my pension. However it seemed a small amount I realised that I need professional advise and went online to seek an advisor.... within a day Mr. Andy Fisher was in contact and advised that I was due a lot more and has endeavoured to sort it all out as I had no clue what I was dealing with. He has always kept me notified of updates of my 25% tax free money which I shall take and reinvest the remaining amount for my future he also helped me contact the correct HMGOV department to ascertain the amount of state pension I shall be due as age 67. I am very happy with the service Mr Andy Fisher has delivered. I am more then happy with the excellent advice I have been given and am looking forward to my 25% tax free lump sum to land in my account.
Wanting to consolidate funds, assess viability for taking an income and a general review. Reviewed the funds I had, gave a comprehensive review and actioned the consolidation of funds. Support throughout the process was well presented and supportive to my needs. Andy's approach was simple, concise and supported by good quality documented information. Response to emails etc was prompt, so, on this initial contact I don't have anything I would change.
I wanted to transfer final salary pensions. Andy worked with me to understand my needs and obtain the pension values, he then produced a comprehensive report that advised me of my options and answered all questions . One of the companies he dealt with were not always forthcoming with information / or in a timely manner and Andy was very pride in chasing them and keeping me updated at all times. Andy was excellent at all times and I would highly recommend him.
I contacted Andy, after having dealings with another Financial Adviser who, - well let's just say that Andy gave me the the advice that I needed, and was best for ME. He handled everything in a most Professional manner for me, with excellent results. I would certainly go to Andy again.
I was looking for a FA to sort out a pension share after a divorce. Andy was very quick and professional in helping me with good clear advice and setting up the new fund for the pension to transfer into. Everything explained and dealt with brilliantly.
Used Pension Wise to find an advisor to start a pension. Andy found the right affordable pension with the right company.
We have had a financial advisor for many years. Over time the original advisor, with a change of personnel and ownership offered us little if any financial benefit. We found Andy and he reorganised our investments to a system easier to understand. He also advised on pensions, where we stand currently and where we are projected to be a few years down the line. All this he did with a reduction in the fees we had been paying out previously. He is a world away from the service we had from the previous financial advisor.
I had two investment policies without any financial advised since they where taken out. Andy came to see me and went through everything and explained, advised and set everything up for me in a very professional way.
The whole process of trying to sort my pensions terrified me. Far too complicated for me to do it alone. Andy Fisher helped me in every aspect of my pension history. From my very first meeting with Andy, nothing was too much trouble for him. He explained everything to me throughout the process, and if there was something I didn't understand he gently and patiently explained it to me until I understood. He couldn't have done anything more for me. He always answered my calls or got back to me as soon as he was able.
I took early retirement and wanted to transfer my pension into a drawdown account which best suited my circumstances. He gave us advice, transferred my pension into a suitable account which he recommended. He outlined all the risks with each investment option and, after due consideration of my attitude to risk, advised a suitable provider.
Have not reviewed financial situation for over 10 years, since was in financial problems. He treated the situation very professionally and with empathy. Therefore I had no problems giving him all of the information he needed to help me. He found more than I thought I had including "funds", which I thought I had lost. I will continue to use his services.
I had recently been widowed and had a small amount of money that was gradually depleting as it was easy to access and gained little interest. Andy explained all the options to me outlining all the pros and cons of each option.
Looking for best life insurance quote and critical illness cover. He found us an excellent deal, looked in to our individual circumstances and did a lot of research on our behalf and beat the quotes we had gotten previously.
I was planning to retire and need financial advise as to what best to do with 3 small pensions. He looked at our finances and gave me options. Once I decided what to do he arranged long term investments for me.
At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.
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.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
We provide personally tailored face-to-face financial advice in an open, honest and direct fashion. Our aim is to build long term working relationships with our clients based on mutual trust, respect and understanding.
We offer a no obligation initial consultation at our expense as an opportunity for us to identify your financial planning needs.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Where to find us
Head office address: 1 Amos Bacon Close, NORWICH, NR6 7BT