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Advice, backed by experience
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.
Advice makes a difference
84% of advised retirees say they’re satisfied with their income — compared to just 41% of those who’ve never taken financial advice.
Quilter Retirement Lifestyle Report
August 2025
How real people have benefited by their money having a plan
Our investment platform is rated ‘excellent’ on Trustpilot. Here’s what some of our customers have to say:
Quilter client | August 2025
“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.”
Quilter client | August 2025
“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.”
Quilter client | June 2025
“First class financial services with expert advice. Great company to invest with plenty of experience.”
Pensions
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.
Services offered:
- Starting a new pension
- Choosing the right pension options
- Changing contributions to an existing pension
- Consolidating two or more pensions
- Taking benefits from your pension
- Transferring your pension
- Final salary pensions
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.
Investing
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.
Services offered:
- Achieving a specific financial aim, such as investing for a big event
- Investing an inheritance or lump sum or regular amounts
- Knowing where to invest and selecting the right products
- Making the most of your allowances and not paying too much tax
- Using your savings to give you an income
Good to know: The value of investments can fall as well as rise. You may get back less than you invested.
Protection
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.
Services offered:
- Choosing the most cost effective and reliable insurance product for your needs
- Ensuring your loved ones can cope financially should you die unexpectedly
- Making sure you have financial help should you get a life-changing medical condition
- Arranging a regular income to support you should you be unable to work due to illness or injury
- Safeguarding mortgage payments if you are unable to work due to illness or redundancy
- Financial support for you if you should become permanently disabled and unable to work
Mortgages
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.
Services offered:
- Buying a house for the first time
- Getting the right deal for your existing home
- Securing an income by renting out a property
- Using your savings to lower your mortgage
- Having peace of mind that your mortgage will stay affordable
Good to know: Your home may be repossessed if you do not keep up repayments on your mortgage.
Leaving a legacy
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.
Services offered:
- Keeping control of your money and who it goes to
- Ensuring you have the income you need and can also benefit loved ones
- Reducing the impact of inheritance tax on what you leave behind
- Making use of gifting allowances and exemptions
- Setting up trusts to protect assets and control how they’re used
- Planning how and when to access your pension savings
- Structuring your finances to support your family and causes you care about
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.
Ready to get your money working?
Choose from one of the options below to complete the first step of your plan.
