Quilter Financial Advisors

Restricted - Whole of Market  6 Tollgate Business Park, Colchester, CO3 8AB
First meeting at adviser's own cost
"A Chartered Adviser with 18 years experience I specialise in advising on the full range of financial planning; from final salary pensions, investments, mortgages through to protection. Vouched For Top Rated Adviser 2020 & 2021 based upon client reviews"
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group life insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 18th October 2021
Meet our advisers
Claire-Anne Lytton
What our clients say
"Claire-Anne came along at the right time for me with planning my future pension and I have received on going support over the years. Claire-Anne has also helped us to plan for the future when times may not be at their best, with our wills and insurance now in place we can relax knowing our family will be taken care of."
Ellen, Durham
"My wife and I are very happy with the service provided by Claire Anne Lytton. She is friendly and personable. She has been able to answer our questions and given sound advice regarding our retirement finances. We've been happy to recommend her to family and friends who have also needed financial planning."
Frank and Bernadette, Newcastle upon Tyne
About us

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, managing £117.8 billion of investments on behalf of over 900,000 customers (as at 31 December 2020), we operate in one of the largest wealth markets in the world – and one that is growing.

Most importantly we are a business that puts good customer outcomes at its heart, helping to create prosperity for the generations of today and tomorrow.

Our services

Qualified and experienced in all areas of financial planning. I also hold the relevant qualifications that allow me to give advice on transfers from final salary/defined benefit pension schemes.

Areas of expertise:

Final Salary Pension transfers
Retirement planning
Mortgages
Lump Sum Investments
Tax and Trust Planning
Life Insurance and other Protection areas
Pensions in Divorce

Please note, I am unable to assist anyone below the age of 55 for a final salary/DB pension transfer.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Tax, Trusts and Buy to Let Mortgages are not regulated by the Financial Conduct Authority.

Tax treatment varies according to individual circumstances and is subject to change.

Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Where to find us
Head office address: 6 Tollgate Business Park, Stanway, Colchester, CO3 8AB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 18th October 2021

Similar advisers near you

Independent Financial Adviser 4.56 mi
Providing friendly, personal and independent advice to individuals and small businesses, covering Pensions, Investments, Protection, Mortgages and Autoenrolment.
 
Restricted - whole of market 5.66 mi
"A Chartered Adviser with 18 years experience I specialise in advising on the full range of financial planning; from final salary pensions, investments, mortgages through to protection. Vouched For Top Rated Adviser 2020 & 2021 based upon client reviews"
 
Independent Financial Adviser 5.78 mi
We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
 
Independent Financial Adviser 6.52 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.