Our Services

Advising individuals and businesses
The core areas of financial planning on which we advise individuals and corporate clients are investments, protection, pensions (including auto-enrolment) and mortgages. Where other services are required, including equity release, QROPS (overseas pensions) and legal matters such as wills, we can make referrals to key business partners. (Quilter Financial Planning is not responsible for these services)

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.

The Financial Conduct Authority do not regulate auto enrolment, inheritance tax planning and will writing.

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

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

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

Will writing is not part of the Quilter Financial Planning offereing and is offered in our own right.

Whether you require holistic or focused financial advice, we will get to know you before making any recommendations. Our be based on a review of your current position and a sound understanding of your immediate needs and future aspirations. The scope of the review will be your choice and could embrace any or all of:

Investment & Savings Review*
Addressing the frustration of low returns on your existing cash deposits

Lifestyle Financial Planning
Checking your readiness to meet major commitments at future life stages

Protection Review
Coping financially in the event of an unexpected death or a serious illness

Pension Planning (pre-retirement)*
Ensuring schemes and contribution levels can mean retiring when you want

Pension Planning (into retirement)*
Making the right tax-efficient choices under the new flexible pension rules

Estate Planning Review**
Reducing the impact of inheritance tax for your beneficiaries when you die

It is all too easy to put important financial decisions to one side, only to regret having failed to act in time if life then takes an unexpected turn. Act now and make an enquiry