Helping you make the most of your finances
It goes without saying that you want your money to work as hard as it can for you. Whether you’ve built up savings over time, or maybe received an inheritance, it’s important that you give your investments the best opportunity to grow.
Many people find the expert advice offered by a professional financial adviser to be extremely valuable. Your adviser will spend time talking to you about your individual circumstances and what you’re looking to achieve before recommending the most suitable way to manage your wealth. And because they’ll keep an eye on your financial plans, you can relax while your investment does its job.
How our financial advisers can help you
We offer advice on all aspects of investing and wealth management, including:
- Investing an inheritance or lump sum or regular amounts
- Making the most of your allowances and not paying too much tax
- Using your savings to give you an income
- Achieving a specific financial aim, such as investing for a big event
Please remember that the value of investments can fall as well as rise. You may get back less than you invested.
Choosing the right funds to invest in
When helping you decide where to invest, we’ll consider whether there are suitable funds available for you from the Quilter platform, or multi-asset portfolios from Quilter Investors, or a solution from our discretionary investment management business, Quilter Cheviot. If the right solution for you isn’t there, we’ll recommend an alternative from a leading panel of providers.
Taxation advice and Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
The guidance and/or information contained within this page is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185.
Quilter Financial Advisers Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference numbers 440703 and 440718 respectively.