We are one of the largest face-to-face financial advisory firms in the UK. Discover more about who we are.
The benefits of financial advice
The most successful investors take financial advice. We will cut through the complexities and use the benefit of our experience to help you achieve your financial goals.
Don’t take our word for it. Here is what some of our customers say:
CP, Property Developer
It was amazing really, I had not considered that my pension could be so flexible. My adviser was really excellent. He came up with the ideas and took care of everything to make it happen. I am very impressed with the attention to detail he showed and the overall service. It took no time at all and he was and is always on hand to help with anything I need. You never know what changes are around the corner, but I feel well placed with my pension.
MC, Airline Employee
My adviser was simply brill! He got to know me and my situation, carried out lots of work without charging any fees and really took the time to help me understand everything. I’m so glad to have got my pension underway with the help of my adviser and I am genuinely looking forward to our forthcoming review meetings.
Stop and think: Stay safe from scams
There has been a rise in fraudsters who are impersonating Quilter and other financial services providers. They often use techniques such as creating bogus websites, sending ‘cloned’ emails that pretend to be from a real firm, and most recently we have identified fraudsters attempting to convince clients that a bone fide business has changed its bank account details to encourage funds to be paid into the fraudster’s own account.
To become scam smart and reduce the risk of fraud we urge you to review our guidance on how to keep your finances safe by visiting our dedicated stay safe page, which includes a scam reporting form if you believe you have been targeted.