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. They manage £100 billion of investments on behalf of over 900,000 customers.
Paul has been in the financial services industry since 2005 in a variety of roles and possesses a high-level knowledge of products, tax, regulation and investment strategies and takes pride in providing a high-quality, client-driven service.
Paul also holds the relevant qualifications and licence to allow him to give advice on equity release products.
Areas of expertise:
Pensions in Divorce
Lump Sum Investments
Tax and Trust Planning
Mortgages and Protection
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Trusts are not regulated by the Financial Conduct Authority.
Tax treatment varies according to individual circumstances and is subject to change.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.