Quilter Financial Advisers - Basingstoke

Restricted - Whole of Market  Berewyk Close, Basingstoke, Hampshire, RG22 4TG
First meeting at adviser's own cost
I take pride in working with my clients to hit the big milestones in life - whether it's their first mortgage, saving for a special occasion, or planning for retirement and beyond. Whatever your financial need, I can help you.
We can advise you on
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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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Buying first home
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Equity release
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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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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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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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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation 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 life insurance
Response rating
8.8/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Charles Lamacraft-Perrett
About us

I pride myself in getting to know my clients and better helping them understand their financial situation. No two clients are the same, and everyone has their own needs and objectives. Together, we can put a plan in place to make sure you meet them.

Quilter Financial Advisers is part of the award-winning Quilter Group, one of the largest wealth managers in the UK and as such we have a range of experts with a wealth of experience who can help with anything related to your finances.

If you want to make the most of your wealth, please contact me for a no-obligation meeting where we can discuss any questions or concerns you may have, and see if we would be a good fit for each other.

Our services

I build long-lasting relationships with my clients to make sure that my recommendation is not only suitable at outset, but remains suitable for as long as you stay with me.

I can help with a range of financial areas from cradle to grave.

Ask me about:

Mortgages
Protection/Insurance
Savings goals from short to long term
Retirement Planning
Inheritance Tax Planning
Tax efficient drawings from your business
Auto-enrolment
and more.

Where to find us
Head office address: Berewyk Close, Basingstoke, Hampshire, RG22 4TG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
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
8.8/10
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FCA authorised
Last authorised 10th August 2020

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