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.