Quilter Financial Advisers - Samantha Gorton
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
Quilter Financial Advisers is part of Quilter plc. Quilter is a leading provider of advice, investments and wealth management in the UK and internationally. Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world – and one that is growing.
Samantha 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.
I have a wealth of experience and my areas of expertise include the following:
* Retirement planning (including Defined Benefit/Final Salary pensions) and pensions on divorce.
* 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.
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Telephone
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Online (Live chat, video, email)
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Face to face
Please note the following:
* Transferring out of a Final Salary/Defined Benefit pension 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.
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