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Why might you need financial advice?

A financial adviser can make recommendations so you can make the right decisions about your money, helping you to:

Achieve your financial goals

Your financial adviser will start with you, focusing on what you want to achieve for you and your loved ones.

Boost your financial confidence

Your financial adviser will give you ongoing support so you can make well-informed decisions.

Navigate life’s important events

Your financial adviser can help you during life’s milestones, giving you reassurance when times change.

Financial advice can make people, on average, nearly £48,000 better off in pensions and financial assets compared to those who don’t take advice.
ILC report 2017 “Brits who took professional financial advice between 2001 and 2006”

Get your free initial consultation now

Let us know a few details and we’ll help you arrange a free initial consultation with an expert financial adviser.

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What can a financial adviser help you with?

Pensions

From pension contributions to taking an income, your financial adviser can guide you in your aim to maximise your retirement.

Investing

Your adviser can recommend where to invest and which products to use to make your money work as hard as possible.

Protection

Your adviser can help you protect your lifestyle and your loved ones financially if you fall ill or are unable to work.

Mortgages

A mortgage is the biggest financial commitment you’re likely to make. Your financial adviser can help you find the most suitable mortgage and secure the right deal.

Specialist advice for medical professionals

If you’re a medical professional such as a hospital doctor, GP, or dentist, your adviser can give you peace of mind that your financial future is secure.

Advice for employees and organisations

Quilter Financial Advisers provides advice to employees, unions, and other membership groups made up of millions of individuals. Working with organisations, we give members a sound financial plan to help them reach their goals.

Download your guide to financial advice

Download our free PDF guide for more information about our financial advice services and what you can expect when you see an adviser.

Download the guide

Watch our videos to understand your options

Our short videos can help you understand your options and how you can benefit.

Watch the videos

Get your free initial consultation now

Let us know a few details and we’ll help you arrange a free initial consultation with an expert financial adviser.

Book my consultation

I want to invest without financial advice

Our Quilter Invest app makes investing and saving easy. Set up an account from your phone in minutes.

Download the app

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 21 November 2025.