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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SIPPs
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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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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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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
7.0/10
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FCA authorised
Last authorised 18th January 2021
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 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).

Quilter Financial Advisers rebranded from Charles Derby in January 2020.

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 explain solutions without jargon in simple terms that can be easily understood from 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
and more.

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

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
Special offers
Choose an Unbiased exclusive special offer:
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 18th January 2021

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