Welcome to Quilter Private Client Advisers

We’re here to help secure your financial future by supporting you with trusted advice every step of the way.

SECURE YOUR FINANCIAL FUTURE

Who we are

Did you know we’re part of the largest financial planning network in the UK? Discover more about who we are.

Who we are

What are the benefits of financial advice?

Our expert advice will help you achieve the goals that secure your financial future. We can really make a difference.

FIND OUT MORE

Arrange your free initial consultation

We all want a plan in place for our financial future. Let us take care of that for you.

FT Adviser’s Top 100 Financial Advisers Member 2020 ranked number one, Quilter Financial Planning

FTAdviser’s annual Top 100 Financial Advisers list

We're delighted to announce that Quilter Financial Planning has achieved first place in the FTAdviser’s annual Top 100 Financial Advisers list for the second year running.

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

Company of the Year

Quilter was also awarded ‘Company of the Year’ at the FT Financial Adviser Service Awards 2020.

The Financial Adviser Service Awards, now in their 30th year, are much sought-after within the financial services industry. They are voted on by advisers with the aim of highlighting the very best in service provision.

Introduction to Quilter Private Client Advisers

Our financial planners are all directly employed by us – and we only employ the best people.

People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

Watch our two minute video.

Open for business

We want to reassure you that we are committed to providing the best possible service to you during these unsettling times. We are working hard to ensure that you can continue to interact with us, whilst also ensuring the wellbeing of our colleagues. Each member of our teams are fully equipped and operational to work remotely for the foreseeable future.

Our plans include keeping a watchful eye on the latest government announcements, to ensure we can quickly react as additional measures to halt the spread of the virus are introduced. We have taken steps to ensure we can continue to support your needs during COVID and beyond, including:

Enabling colleagues to work from remote locations as necessary, using our secure and tested technology
Making greater use of video conferencing tools to keep in contact with clients, colleagues and advisers
Restrictions on business travel
Office phone lines and post are being diverted so you can still get in touch
Supporting colleagues to remain resilient through periods of altered working practices

We will continue to adapt to the needs of our colleagues and you, our much valued clients and hope to return to normal working practices as soon as it is safe to do so.

If you have any questions or concerns regarding your investments please don’t hesitate to get in touch.

You can visit our dedicated coronavirus page here for more information.

Stop and Think: Stay Safe from Scams

There has been a rise in fraudsters who are impersonating Quilter and other financial services providers. They often use techniques such as creating bogus websites, sending ‘cloned’ emails that pretend to be from a real firm, and most recently we have identified fraudsters attempting to convince clients that a bone fide business has changed its bank account details to encourage funds to be paid into the fraudster’s own account.

To become scam smart and reduce the risk of fraud we urge you to review our guidance on how to keep your finances safe by visiting our dedicated stay safe page, which includes a scam reporting form if you believe you have been targeted.