Quilter Financial Advisers - Paul Preedy

Restricted - Whole of Market  18 King Harolds View, Port Skewett, NP26 5RS
First meeting at adviser's own cost
Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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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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Regular savings
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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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Life insurance
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Small business
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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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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
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Paul Preedy
About us

I have been an adviser since 1998, with a wealth of experience in financial planning. Trusted advice: it's all about your needs.

Our services

Defined Benefit Pension advice and retirement planning is the cornerstone of what we do best.

Where to find us
Head office address: 18 King Harolds View, Port Skewett, NP26 5RS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021

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