A combination of lack of confidence and not knowing where to start means millions of potential clients leave their money sitting in cash, without a purpose. But as you know, a financial plan can make money work harder.
Our attention-grabbing new customer campaign, money needs a plan, encapsulates this message. By debunking common investment myths, promoting the value and accessibility of financial advice, and encouraging people to engage with their money, we’re here to help you create brighter financial futures.
*Barclays, Final Report - Empowering retail savers to engage with investing, September 2024.
Our ‘money needs a plan’ adverts are now running across the UK
Check out our customer website, where we remind clients of the importance of speaking to their adviser and give them some simple steps to start engaging with their money.
Overcoming financial imposter syndrome
With nearly a quarter of Brits (23%) saying they don’t trust their own money management, self-doubt is one of the key factors to missed financial opportunities, and something we’re seeking to tackle at Quilter.
Proud sponsors of the 2025 Autumn Nations Series
We’re delighted to be the title sponsor of the Autumn Nations Series in 2025, which will proudly carry our name as The Quilter Nations Series.
