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Investments and pensions advice costs

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 majority of our advisers set their own fees so the fees outlined below represent the maximum possible charge. 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.

You will not pay anything until you have agreed how and what you will pay. You can choose whether you prefer to pay for one-off advice, or take up our offer of ongoing advice as well. You can also consider different payment options.

Types of fees

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 on 01 August 2022.