How to contact us:

Tel: 01217 528140
Email: QPCAadvice@quilter.com

Quilter Private Client Advisers
8th Floor
2 Snowhill
Snowhill
Queensway
Birmingham
B4 6GA

Meet the team

Our office is made up of three established financial planning firms, brought together to form Quilter Private Client Advisers, with client relationships dating back as far as 30 years. Located in the bustling heart of Birmingham city centre, we’re convenient and accessible for the city and the surrounding area. Our dedicated team of experts are here to help you reach your financial goals.

Transferring out of a final salary pension is unlikely to be in the best interest of most people.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Richard Fraser – Regional Financial Planning Director

Richard Fraser – Regional Financial Planning Director

Richard has worked in financial services for over 35 years and has held many senior management roles leading teams of financial planners in the insurance, wealth management and banking sectors. For 6 years prior to joining Quilter Private Client Advisers Richard lead a large team of regulated financial services professionals working alongside the industry regulator (the FCA) and several large financial institutions. He has developed and implemented many processes that have resulted in ‘quality’ outcomes for clients. He joined Quilter Private Client Advisers in August 2017 and now has the responsibility for the growth and development of the Yorkshire and Birmingham regions, drawing on his considerable leadership experience.

Adam Carter – Financial Planner

Adam Carter – Financial Planner

With over 10 years’ experience in the financial sector as a Wealth Manager and Financial Planner, Adam has always focused on providing clients with the highest quality advice and service. For all his clients the singular goal is to protect, preserve and generate wealth through in-depth profiling and intelligent, informed advice that controls risk whilst maximising financial security for the years ahead.

Heather Owen - Financial Planner

Heather Owen - Financial Planner

BA (Hons) DipFA CeMAP

Heather graduated from the Financial Adviser School with a Diploma in Financial Advice, and has been with Quilter Private Client Advisers since 2017. She is passionate about helping her clients build robust financial plans, and navigate their way to achieving their goals.

Heather chose to begin her career as a Financial Planner after spending time as a Debt Adviser, where she learned the value of building financial security. Prior to this, Heather read English Literature at Aberystwyth University, and went on to teach undergraduate English and Cultural Studies in China. She is currently studying towards achieving Chartered Financial Planner qualification, which will further broaden the areas she can support her clients in.

James Temperley - Financial Planner

James Temperley - Financial Planner

APFS

James is a Financial Planner and Wealth Manager. Originally from Cheltenham, he is now based from our Birmingham office.

James has just under 20 years of experience in financial services with the majority of that time spent working with large professional firms advising private individuals. James’s clients are typically business owners, company directors, professionals and private individuals and families who require tailored and professional advice on their personal financial arrangements. His areas of expertise include, pension funding, retirement planning, investment planning and Inheritance Tax planning.

Julie Cattell – Financial Planner

Julie Cattell – Financial Planner

DipPFS

Julie has been advising both individual and corporate clients for over 19 years. She advises on all aspects of financial planning including pensions (pre and post retirement), investments and inheritance tax planning. Julie is focused on building long lasting relationships and works with high net-worth clients providing bespoke financial planning to achieve their aims and objectives for the future. She also specialises in later life planning which enables her to provide advice and guidance for elderly clients and anyone in care, going into care or receiving care at home. Julie is very passionate about this area of financial planning.

Mark Grainger – Financial Planner

Mark Grainger – Financial Planner

DipPFS

Mark has been a financial planner since 1993, and is proud to say it's his first and only career. He has developed a high-quality, but down-to-earth skill set, and prides himself on being able to explain how financial plans and investments work in plain English.

Mark advises business owners and professionals on all aspects of financial planning. He always takes the time to understand his clients’ situations, fears and objectives, and keeps this at the heart of his planning strategies.

Tony Dawes – Financial Planner

Tony Dawes – Financial Planner

DipFA

Tony has gained over 35 years of experience in the financial world and is proud of the fact that many of his original clients and their families still remain with him today.

He has developed a particular interest in post-retirement planning but his expertise extends across the board, seeing him provide advice on issues such as saving, investment, and wealth protection. Tony looks after a wide range of clients spread throughout the UK but predominantly based in Shropshire and Wales, from large corporate organisations through to private individuals.

Victoria Jones – Chartered Financial Planner

Victoria Jones – Chartered Financial Planner

APFS

Victoria advises on all aspects of financial planning. She started her career in financial services in 2007 and prides herself on the long-standing relationships that she has with her clients, focusing on their goals and concerns, to build financial plans tailored to their needs.

Victoria’s aim for her clients is to provide them with peace of mind, freeing up their time so that they can focus on the other things; hopefully the things that they enjoy whilst knowing that the financial aspects of their life are taken care of.