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About us

Who we are

Like everyone, you will have your own aspirations for your future. Our purpose is to help you to achieve them through expert financial planning, from your first savings through to inheritances and retirement.

What we do

Your need for financial advice and planning lasts a lifetime, and it’s our job to be there for you. We can build an understanding of your needs and support you every step of the way.

All your needs are covered from the first time you want to start saving for the future to planning for your ideal retirement.

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Quilter plc

We are part of Quilter plc, one of the leading providers of advice, investments and wealth management both in the UK and internationally, managing £117.8bn of investments (as at 31 December 2020). Quilter plc is listed on the London and Johannesburg stock exchanges.

Find out more about Quilter at