This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
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.
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
Quilter Financial Planning were voted #1 Financial Advisers in the UK by the Financial Times in 2019 and 2020.
Quilter Financial Advisers specialise in personal and corporate financial planning.
Our philosophy is to offer a high quality and personal service to each of our valued clients.
We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold.
We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.
We are part of the Quilter Financial Planning Network who are owned by Quilter plc.
Quilter plc is a leading provider of advice, investments and wealth management; managing over £100 billion of investments on behalf of 900,000 customers.
Chartered Wealth Manager specialising in but not limited to:
• Pensions (including releasing tax-free cash)
• Life and General Insurance
• Tax mitigation (Inheritance/Income/Capital Gains/Dividends)
• On-shore and off-shore bonds & investments
• Tax-Incentivised investments (e.g ISA's/VCT's/EIS's etc).
VCTs and EISs invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.