Quilter Private Client Advisers

Restricted - Whole of Market  Toronto Square, Leeds, LS1 2HJ
First meeting at adviser's own cost
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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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
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Jonathan Merrick
Financial Planner
Mrs Olivia Kennedy
Financial Planner
Mr Patrick Donnini
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

Mr Richard Collins
Financial Planner
Mr Richard Tate
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This exam accesses understanding of the financial services and their regulation.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Later Life Accredited Adviser
Mr Steve Kennedy
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Mr James Jackson
Financial Planner

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.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

At Quilter Private Client Advisers, we understand that your financial journey lasts a lifetime, from your first savings or home purchase, investing and building your wealth through to inheritances and retirement.

Our mantra is simple: we are here to help you grow, protect, enjoy, and then pass on your wealth.

No matter how complex your needs are, we are committed to providing you with the clarity and the confidence that your financial future is in safe hands.

Our services

You'll have dedicated time to meet face-to-face or remotely if preferred with your trusted Financial Planner whenever you need and receive regular updates on how your portfolios are performing.

These 1:1 conversations allow your Financial Planner to understand what's important to you and how they can best support you along your investment journey.

Following a thorough review of your finances and aspirations, your Financial Planner can ensure your plans and arrangements are serving you in the most beneficial way.

This enables your Financial Planner to go beyond choosing the right product, to creating tailored recommendations and helping you turn your goals into a reality.

Where to find us
Head office address: Toronto Square, 2nd Floor, Leeds, LS1 2HJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Quilter Private Client Advisers Limited
Registered Office:
Quilter Private Client Advisers
Senator House
85 Queen Victoria Street
London
EC4V 4AB

Tel: <phone number hidden>

Registered in England and Wales. Registered number: 06201261. The representative member of the VAT group is Quilter Business Services Limited. VAT registration number: 386 1301 59.

Quilter Private Client Advisers Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited is entered on the FCA register (<url hidden>) under reference 440703 and 440718.

Trusts, Estate planning, Buy to Let Mortgage, Taxation and Inheritance Tax Advice are not regulated by the Financial Conduct Authority.

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

Auto enrolment is not regulated by the Financial Conduct Authority.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Response rating
10/10
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FCA authorised
Last authorised 15th August 2022

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