Latest News 

SPS
Summary of the Autumn Statement 2015

Latest Case Study 

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Free Money for the over 60's from HMRC

Latest Blog Article 

Pensions Unlocking - The Sting in the Tail
Our immediate commentary on EU referendum

What we do

  • Holistic Financial Planning is the process of applying a comprehensive range of financial services, products and strategies in a way that meets your priorities, goals and values.
  • We  advise and arrange  life insurance, critical illness cover, income protection, investment, pension products  and mortgages. 
  • Whether you want advice around a single issue, a full financial review, help to track down old policies and pension plans, a review of your will and estate planning, we are here to help.
  • Will Writing is not part of the Quilter Financial Services offering and is offered in our own right. Quilter Financial Services accept no responsibility for these aspects of our business. 
  • Will writing and estate planning are not regulated by the Financial Conduct Authority.

The Benefits to You 

As part of the process of establishing  long term sustainable relationships it may be worth explaining the main advantages of using a financial planner. 
  • Identifying financial strategies
Many people find it difficult to think clearly about financial issues.  Good decisions can be made, provided you have been offered a range of possibilities and you know what your options are.  A financial planner can present these different options, the benefits and the pitfalls
  •     Setting priorities
Talking through your aims and objectives can be the best way to decide which are the most important.  Often we don’t know in our own mind until we have discussed it with an independent knowledgeable third party, who can act as a sounding board, ask good questions and give a dispassionate view.

What's Important To Us 

  • We believe in stewardship not salesmanship
  • It is our aim to be your " go to trusted adviser", we are not mass market and instead, provide a high quality individual service with the emphasis on building long term relationships. That's why we are advising the grandchildren of clients we first advised back in the 80's.
  • We believe that it is important to never lose sight that it is your hard earned money that we are working with.
  • We believe in making sure the right money gets to the right hands at the right time.

We call it :   Joined up thinking to protect the ones you love, manage risk and achieve your financial goals.