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Who we work with

Affinity Groups & Partners

Advice for members

Millions of individuals throughout the UK, from all walks of life, form the membership of the employee organisations and affinity groups that we provide financial advice to.

Build that nest egg, plan and budget your income and savings for future financial goals, and develop a financial security designed to cope with whatever life brings along. Our advisers are skilled in advising on NHS, teachers’ and other public sector pension schemes. We work with each of our partner organisations to deliver appropriate and relevant financial solutions, giving members a sound financial plan to help them reach their financial goals.

Complimentary initial consultation

We offer a free initial consultation so that you can discover how we can help you reach your financial goals. We’ll explore your current financial circumstances taking into consideration your future goals and provide our expert insight and recommendations to outline areas that may need to be addressed or have the potential for improvement.

Seminar & Surgery Days

Each year we deliver hundreds of financial planning seminars and financial surgeries across the UK. Attending our events enables you to gain a broad understanding of financial issues such as retirement planning, inheritance tax, protection, maximising income in retirement and wealth management. We like to keep our seminars both intimate and personal, giving participants a comfortable atmosphere where they can be part of the conversation.

Partner with us

As well as financial Seminars and Surgery Days, we offer a complimentary initial consultation and market-leading financial advice. We would be happy to speak with you about entering our affinity group programme. If you would like to align your organisation with us, please contact us:

Corporate Affinity Partners

Partnering with corporates to empower their employees with meaningful financial education

As a business we understand that financial freedom and security for most people starts with education. The adage of ‘you don’t know what you don’t know’ couldn’t be more relevant, and for most people across the UK this rings true for their personal financial wellbeing.

To effectively address this gap, Quilter Financial Advisers have packaged a suite of financial education modules and meaningful content which we deliver out to corporate partners. In addition, we offer access to an initial complimentary financial consultation with a qualified financial adviser.

Our ongoing financial education and service offering covers six different areas, and each of our corporate partners has access to a dedicated relationship manager, who will not only support in the creation of a launch plan but will also support in the delivery of the ongoing services:

Services offered across six different areas

  1. Educational articles
  2. Online engagement portal
  3. Events
  4. Free initial advice consultations are offered to all employees on an annual basis
  5. Quick facts & triage
  6. Tracking & monitoring

Please call 0800 849 1279 or email QFAinfo@quilter.com to find out how we can help your employees.

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