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What we do

We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
What we do

Your advice journey

For your complete confidence, we follow a proven and established journey whenever we give you advice to make sure we make the most suitable recommendations for you.
Your advice journey

Core Investment Proposition

Our core range of investment solutions, managed by Quilter Investors and Quilter Cheviot, is our first port of call when considering how to meet the needs of new investors.
Core Investment Proposition

Working with Quilter Cheviot

We work alongside our sister company, the award-winning discretionary fund management firm Quilter Cheviot, to deliver an end-to-end service to make sure all your needs are covered.
Working with Quilter Cheviot

Working with Solicitors and Accountants

Quilter Private Client Advisers works closely with many professionals involved in managing our clients’ financial affairs to help them deliver a comprehensive service.
Solicitors and Accountants

Costs and charges

Our costs and charges
Costs and charges
Why choose us?

Quilter Private Client Advisers can help you with all your financial planning needs. Our particular expertise lies in helping our clients with more complex financial matters such as significant investments, estate planning, and preparing for retirement.
Why choose us?
The benefits of financial advice

A Financial Planner is highly qualified and using one should be considered just as essential as using an accountant or lawyer when you need one.
Benefits of financial advice

Our people

Meet our team of specialists who are here to help.
Our people

Leadership team

Responsible business

Our vision is to be our clients’ most trusted partner – passionate about helping them achieve their investment management goals – which means being responsible in all our daily decisions and actions.
Responsible business

About us

Quilter Private Client Advisers are part of one of the largest financial planning networks in the UK.
About us
News, views and events

Stay up to date with the latest market news and industry insights from our team of experts.
News, views and events

Latest articles

Read the latest market news and articles from Quilter Private Client Advisers.
Latest articles

Subscribe to our newsletter

Get the inside view from Quilter Private Client Advisers delivered straight to your inbox.
Subscribe to our newsletter
Work for us

Are you looking to join a growing company where you’ll be more than just another employee? We’re always looking to recruit and develop great people who share our values and vision.
Work for us
Financial Planners

Our Financial Planners secure our clients’ financial futures by building long-term relationships and offering trusted face-to-face advice.
Financial Planners

Paraplanners

While our Financial Planners are at the forefront when it comes to delivering this advice, they cannot succeed without the in-depth technical support and analysis that only a skilled paraplanner can provide.
Paraplanners

Client Support

Our Financial Planners deliver the face-to-face financial advice that our clients need and look for, but they need the support of skilled administrators to help them.
Client Support

Current Vacancies

Check out our current vacancies and register for job alerts.
Current Vacancies

Developing you and your career

Thinking of becoming a Financial Planner?
Contact us

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.
Contact us
Our offices

Our offices cover every region of the UK, so it’s easy to find a Financial Planner to suit your needs.
Our offices

Birmingham

Carlisle

Chester

Exeter

Leeds

London

Exeter office

Exeter office

- Tel 01392 576000
- QPCAadvice@quilter.com
Ground Floor
Vantage Point
Pynes Hill
Exeter
EX2 5FD
United Kingdom

Exeter office

Located just down the road from Chester’s historic racecourse, not far from the city centre, our Chester office is perfectly placed to look after our clients in the North West, Wales and Northern Ireland.

Exeter office

Our services

We provide forward-looking financial advice that helps you navigate the complexities of planning for the future. Our advisers take the time to fully understand your circumstances and objectives, and develop tailored financial plans that take into account both the short and long term.

Our services include:

Holistic financial planning
Managing your wealth and investments
Planning for the next generation
Protecting you, your family and your business