Skip to main content

Partner with us

Our approach

Quilter Financial Planning has the size, the financial strength, and people with the knowledge and expertise to help advisers achieve.

If you choose to join Quilter Financial Planning we won’t try to shoe-horn you into a predetermined business structure. We are committed to providing appropriate choice for customers and supporting advisers in every market. So whether your firm is restricted, independent, or both, we offer you the choice to structure your business as you see fit. Whatever markets you operate in, Quilter Financial Planning gives you the flexibility to run your business the way you want to run it.

Supporting you and your business

Your success is our success so when you join Quilter Financial Planning you can expect the highest levels of support, whoever you’re dealing with.

Developing you and your business

Whatever market you operate in, and wherever you want to take your business in the future, Quilter Financial Planning has the development tools and training events to help you. 

Technology that makes your life easy

When you join Quilter Financial Planning you get immediate access to a technology solution that makes it easy to do business.

Partnering with us

When it comes to helping you grow your business, we recognise that one size doesn’t fit all so we give you a choice of ways to partner with us. From selling your existing firm, to joining our network, we have a number of different options available.

Set up your own firm

If you are an adviser with a year’s experience, a good business plan and the desire to start a firm, then look no further.

Set up your own firm

Move your firm into our network

Whether you are looking to de-risk your business, gain greater control of your rising cost base, or need help growing your firm we’d love to hear from you.

Move your firm

Sell your existing firm

Joining Quilter Financial Planning opens you up to an in-house market, where you can be acquired, using a clear and agreed valuation template.

Sell your firm

Join a new firm

As one of the UK’s largest financial advice networks, we support over 1,300 appointed firms of all shapes and sizes, meaning we can find one that’s just right for you.

Join a new firm

Join our national business

If you want to join a successful, growing business with advisers across the UK, Quilter Financial Advisers has the opportunities for you.

Join our national business

Protection

As a Quilter Financial Planning network member, you can access a wide range of products that protect your clients against loss of life, income, aspects of health and general insurance.

These products are available to you and your clients through our partnerships with industry-leading providers, and are supported by our team of expert protection professionals.

Mortgage

Quilter Financial Planning secures exclusive mortgage deals for our network members and offers comprehensive access to mortgage providers.

Our mortgage advice process will help you grow your mortgage business, and you can benefit from all the support, training and systems you might need.

Our podcast series: Beyond the balance sheet

Our ‘Beyond the balance sheet’ series lifts the lid on the world of financial advice, providing insights and inspiring stories for those already in the industry or anyone thinking of a new career.

Listen to podcasts

FTAdviser’s annual Top 100 Financial Advisers list

ftaw-top-100-fas-2021-qfp-442x503.pngWe're delighted to announce that Quilter is once again included in the FTAdviser’s annual Top 100 Financial Advisers list.

We're very proud of this recognition, which recognises not only the growth of our Network and National businesses, but also our continued commitment to providing quality face-to-face advice.