We’re one of the UK’s leading wealth managers. Our experienced, FCA-authorised advisers make it easy to give your money a plan, wherever you are on your journey. So, they can help you make confident decisions now, and ensure your plan stays on track as life changes.
We’ll match you with an adviser who understands your goals and can help you make your money work harder.
Our investment platform is rated ‘excellent’ on Trustpilot. Here’s what some of our customers have to say:
“At our first meeting with our new financial adviser, he understood our requirements. The process to transfer our funds to Quilter has been seamless, with regular updates from both him and Quilter, resulting in us being fully aware of the situation.”
“My financial adviser from Quilter gave me excellent advice - very clear and detailed. He was very professional and knowledgeable. I would highly recommend Quilter, especially to anyone considering using a financial adviser for the first time.”
“First class financial services with expert advice. Great company to invest with plenty of experience.”
You want to know that your pension will give you a comfortable retirement. Our expert advisers take care of the complexities for you and make sure you’re getting the right tax relief on contributions and maximising the income you’ll receive.
Good to know: Transferring out of a final salary pension scheme is unlikely to be in the best interests of most people. The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
You want your money to work as hard as it can for you. Your Quilter 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 and grow your wealth.
Good to know: The value of investments can fall as well as rise. You may get back less than you invested.
Protection products can give you the peace of mind that your loved ones will be looked after financially if you fall ill or are unable to work. But they can also be used to safeguard your business or cover a debt, such as your mortgage. Our expert advisers can select quality cover that’s suitable for your needs and circumstances.
A mortgage is likely to be the biggest financial commitment you’ll ever make. Our advisers work solely for you and are not tied to a specific mortgage provider. This means they’re free to source and select mortgage products from the whole of market to find the most suitable offer for you.
Good to know: Your home may be repossessed if you do not keep up repayments on your mortgage.
You want to pass on your wealth in a way that’s carefully considered, tax-efficient, and aligned with your wishes. Our advisers can help you understand how inheritance tax works, and how to plan ahead so your loved ones benefit as much from your legacy as possible.
Good to know: The value of your estate and the rules around inheritance tax can change. Trusts and estate planning can be complex, so it’s important to get regulated advice tailored to your situation.
Choose from one of the options below to complete the first step of your plan.
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 13 October 2025.
