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How we do things

Your financial needs are unique to you, so we make sure this is reflected in the advice we give.

For your complete confidence, we follow a proven and well-established process whenever we give you financial advice to help ensure we provide the most suitable recommendations for you.

To guide you through your financial journey, your adviser will follow four simple steps, making any actions and decisions you need to consider clear and easy to understand.

1. Understanding you

  • Your adviser will ask you about your current circumstances to understand your family situation, your lifestyle and finances, and any financial plans and investments you already have in place.
  • By talking to you about your financial objectives and aspirations, your adviser will build a picture of what you want to achieve and how to balance your goals with your need for financial security and peace of mind.
  • You’ll find out what to expect from us and how you will benefit from our professional advice. This initial meeting is complimentary.

2. Receiving your bespoke financial plan and recommendations

  • Your financial planner will conduct detailed research and explore different options for you to make the best use of your existing financial plans and any additional money you wish to invest.
  • We’ll recommend how you can build on your existing plans to give you the best chance of achieving your goals.

3. Leave the hard work to us

  • Most of our clients prefer to pay us to do the necessary work to put their plans into action to save them time and effort and ensure their plans are set up correctly.
  • With your agreement, your financial planner will put all the necessary arrangements with your chosen investment providers in place on your behalf so you can relax and know everything is taken care of.
  • If you prefer to implement our recommendations yourself, you will only pay for our time and advice.

4. We’ll keep an eye on everything for you

  • You can sit back and let your financial plans work for you and we’ll get in touch to let you know about any important updates, new regulations or opportunities that we think might be relevant to you.
  • We also recommend you review your plans annually to:
    • check the progress and appropriateness of your plans
    • discuss any changes in your lifestyle or ambitions
    • look at any changes to legislation or taxation that affect you.

Find a financial adviser

With Quilter, your initial consultation is free of charge. So, let us help you find an adviser to work alongside you.

Find an adviser

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.