Skip to main content

Companies we work with

Working with affinity groups and partners to provide expert financial advice to their members

Quilter Financial Advisers provides financial advice to millions of individuals who form employee organisations and affinity groups. 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.

Our advisers can help members with advice on:

  • building a nest egg
  • planning income and savings for future financial goals
  • developing a financial plan designed to cope with whatever life brings along.

Our skilled advisers have an in depth knowledge and experience in advising on NHS, teachers’ and other public sector pension schemes.

The Financial Conduct Authority do not regulate inheritance tax planning.

Free initial consultation

We offer a complimentary first 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.

Get in touch

Email or call 08000 85 85 90 if you have any questions or or would like to find out how we can help your members/employees.

Book now

The guidance and/or information contained within this page is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185.

Quilter Financial Advisers Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference numbers 440703 and 440718 respectively.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.