Quilter Financial Advisers - Samantha Gorton

Restricted - Whole of Market  Sarisbury Green, Southampton, Hampshire, SO31 7EW
First meeting at adviser's own cost
We are passionate about helping our clients achieve their financial goals. Our areas of expertise include retirement planning (including specialist advice regarding defined benefit pensions), investments, estate planning and health protection.
We can advise you on
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Annuity purchase
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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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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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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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Right to buy
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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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Accident & sickness
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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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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 ISA
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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
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 12th January 2021
Meet our advisers
Samantha Gorton BA(Hons), Dip PFS, CeMap, CeRER
Financial Planning Consultant

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

About us

Quilter Financial Advisers is part of Quilter plc. Quilter plc is one of the leading providers of advice, investments and wealth management both in the UK and internationally, managing £95.3bn of investments (as at 31 March 2020). Quilter plc is listed on the London and Johannesburg stock exchanges.

Sam has 20 years’ experience in financial services and prides herself on providing holistic financial advice to her clients. She holds a degree in Law and Business Studies and qualifications in financial planning.

Our services

My areas of expertise include the following:

* Retirement planning (including defined benefit pension transfers)
* Investment planning (including offshore investments)
* Estate planning and trust solutions
* Health protection
* Company pensions and protection
* Mortgages and Equity Release.

I also specialise in providing advice to the medical profession, predominately hospital doctors, GP's and Dentists.

Where to find us
Head office address: Sarisbury Green, Old Mutual House, Southampton, Hampshire, SO31 7EW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Please note the following:

* Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
* Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Response rating
7.0/10
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FCA authorised
Last authorised 12th January 2021

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