Quilter Financial Advisers - Paul Preedy
Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 13th September 2021
I have been an adviser since 1998, with a wealth of experience in financial planning. Trusted advice: it's all about your needs.
Defined Benefit Pension advice and retirement planning is the cornerstone of what we do best.
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: 8 Silurian Road, Undy, NP26 5RS
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face