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Developing you and your business

Our events programme

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. Our events programme is one of the most comprehensive in our industry and a unique part of the support we provide.

Academies & masterclasses

Our academy programme is more than a selection of stand-alone workshops. It’s a comprehensive development programme that will help you develop your skills and knowledge of specific markets including:

  • Wealth 
  • Auto enrolment
  • Mortgage
  • Protection

Specialist Masterclasses and Workshops

We run a series of specialist Masterclasses and Workshops that are designed to offer further insight and explore the opportunities presented by changes to legislation or other developments within the advice market. The key areas we will be covering are:

  • Advanced retirement masterclass
  • Technical masterclass
  • Tax & IHT planning masterclass
  • Discretionary fund management workshops
  • Alternative investment workshops

Expert training for you and your team

Quilter Financial Adviser School provides training programmes for people looking to start or progress their careers in financial advice.

Discover expert training

Marketing your business

As well as business development support we also offer marketing support to help you promote your business. The Quilter Financial Planning Marketing Hub is a ‘one-stop-shop’ for all your marketing needs.

Exclusive to Quilter Financial Planning members, the site is designed to make it easy for you to promote your business to customers. The hub includes ready-to-use marketing literature including;

  • Brochures
  • Factsheets
  • Online ads
  • Customer newsletters
  • Compliance approved campaign letters
  • Online services including websites and email campaigns

In addition many of the brochures can be personalised to suit your branding.


Partnering with us

There's lots of ways to partner with us from selling your existing firm, to moving your firm in to our network, we have a number of different options available to help you grow your business.

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.

Grow your business

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.

Technology that makes your life easy