As a team we stand behind our advice
Protection and financial security


If the unthinkable happens and you or the major breadwinner were to die or become ill and unable to work, can you guarantee your family and loved ones the necessary financial security?

The best of both worlds

Analysing and monitoring the enormous diversity of financial products such as funds, wrappers and platforms is a time consuming and costly process. And that is time that someone has to pay for. Ultimately, that’s you.

Having worked with a wide range of clients in all areas of financial planning, it became clear that using a tailored range of handpicked solutions could help with this.

Together with some of the most modern and efficient products available, this has proven to be the best way to cater for many of our clients’ financial needs.

So, by restricting our comprehensive advice service to a carefully chosen range of products and providers, we are able to remove that complexity and therefore keep costs low, and focus on providing great service.

Furthermore, if an occasion ever arises where we are unable to meet any specific need you might have via our chosen providers, we are able to search the broader market for an appropriate solution.

We believe this approach offers our clients the best of both worlds: a first-class range of providers and products designed to meet the vast majority of their needs at a reduced cost, with the capability to look more widely should the need arise.

The analysis is carried out centrally at Quilter Financial Planning Ltd to ensure the offer is of the highest quality, and that it remains up-to-date and appropriate to meet your needs both now and in the future.

We will review your current arrangements and help you improve them. Your existing policies may be expensive or out dated with regards to your current needs.


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