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We are here to help you secure your financial future through trusted advice, so it’s important for us to be transparent about how much it may cost you.
At your free initial consultation, we’ll give you a clear explanation of:
- how much you’ll pay and when
- which of our services you’ll be paying for
- how we’ve calculated the fees and charges
Our fees and charges depend on the type of advice you receive, and you won’t pay a penny until you’ve agreed the next steps with your financial planner. You are under no obligation to pay for ongoing service unless you and your adviser feel that it offers you fair value and absolutely supports your financial planning needs.
We offer flexible payment options and you’re free to decide whether you prefer to pay for one-off advice or take up our offer of ongoing advice.
- At Quilter Financial Advisers we're here to help you secure your financial future through trusted advice. It’s important for us to be transparent about how much our services cost.
- The service provided by our advisers, and the advice they give will be designed specifically for you. Therefore, the advice fee you’ll pay will be tailored to your own personal circumstances. At your free initial consultation, we will work with you to understand your needs, give you a clear explanation of the charges, how much you will pay, what service you are paying for, and when you need to pay.
- For further information about fees please speak with your adviser who will provide you with a copy of Quilter Financial Advisers Terms of Business.
There are two options:
| Investment type / Service | Fee amount | |
| Option 1: A percentage of the investment or transfer amount | Investing or transferring a sum of money |
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Option 2: An agreed fixed fee |
In some circumstances it will be appropriate to charge a fixed fee for our advice and the work involved to prepare a recommendation or review report |
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Please speak with your financial adviser who will provide you with full details of all fixed price services available.
- Our ongoing fee is between 0.6% and 1% of the sum invested. What you pay will depend on the amount you’ve invested with us.
- All investments require a certain amount of work, therefore the percentage you pay will typically be higher for smaller investments than larger ones
- You can also add or enhance levels of service if you feel appropriate.
You are under no obligation to pay for ongoing service unless you and your adviser feel that it offers you fair value and absolutely supports your financial planning needs. For further information about fees please speak with your adviser who will provide you with a copy of Quilter Financial Advisers Terms of Business.
When you make an investment, there will be costs involved which will impact on your investment returns. These costs typically include the platform charge, and the fund managers charge. Your personalised illustration will clearly show the actual costs that will apply to your investment.