Financial Planning

Quilter Financial Advisers have an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

More than 9 in 10 consumers who paid for advice in the last two years say it was either fairly or very helpful to them in managing their money.

We believe in the value of financial advice, and with good reason. Financial advisers are highly qualified experts focused on delivering the most suitable outcomes for you. They will use their skills and experience to help you make the most of your money, allowing you to enjoy life safely in the knowledge you have made the most suitable financial choices based on great financial advice.

Investment Management

You want your money to work hard for you, Quilter Financial Advisers does too. Yet to reach your financial goals, you must have the right investment strategy. Whether you are looking to grow your wealth, generate an income, or even both, Quilter offer tax-efficient investment products, access to a wide range of investment funds and expert advice to help secure your financial future.

Quilter Financial Advisers has access to a range of different investment solutions including Multi-Asset investment portfolios, Platform funds including a diverse range of over 5,000 funds, plus over 800 of the most popular exchange-traded funds (ETFs) and investment trusts.

The value of investments can fall as well as rise. You may get back less than you invested.

Approver Quilter Financial Services Limited. July 2025.

1: https://www.unbiased.co.uk/discover/personal-finance/savings-investing/the-value-of-financial-advice-how-much-is-it-actually-worth

2: https://www.theadvicegap.co.uk/