Few of us can claim to be experts in everything and there’s no shame in enlisting the help of a professional – especially when it’s about something as important as our future financial security. A financial adviser is highly qualified and using one should be considered just as essential as using an accountant or lawyer when you need one.

What are the benefits of financial advice?

We provide true value

We believe that the value of professional advice is about more than just investment returns; it’s about knowing and understanding your goals, so we can make sure we provide advice that matters for the things you care about. We aim to build trusted, long-term relationships with our clients.

You get the whole picture

There’s so much more to financial advice than just choosing the right product. The best advice comes from a thorough review of your current financial position, your long-term financial goals, how you feel about investment risk, your tax position, and your available budget. Only then is it possible to understand and consider the options you have available.

It helps you reach your goals

This is where your financial planner makes a real difference. By taking a holistic view of your finances and aspirations, they will use all their experience and expertise to help you achieve your financial goals.

It’s worth it

Perhaps you’ve hesitated to seek financial advice because you’re worried about the cost. Like any professional advice, it isn’t free, but expert financial advice will pay dividends by giving you the best possible chance of achieving your financial goals in the most tax-efficient way possible. Find out more about how much it costs.

The most successful investors take financial advice

An experienced adviser can offer professional, tailored advice based on your individual circumstances and future aspirations. By understanding the mistakes that unadvised investors make, we are able to demonstrate the value that an adviser brings, which breaks down into three areas:

How your assets are held

Your adviser will ensure your assets are held in the most appropriate way: in the right name, with the right beneficiary confirmed, and using the most efficient tax shelter. This can make a huge difference to your overall net wealth. They will do this legally and ethically so that you, and your beneficiaries, do not unnecessarily lose money to HMRC, or impact any welfare benefits and support that you are entitled to.

How your assets are managed

Your adviser will help you manage your assets in a way that gives you the best possible chance of achieving your financial goals, without taking any more risk than you are comfortable with. Furthermore, they will ensure the assets are monitored and adjusted consistently to ensure it remains appropriate for your needs.

Building and maintaining your financial plan

As life changes and stock markets fluctuate, it can be difficult to know when to act and what actions to take. Your adviser will help you create a financial plan that acts as an ‘anchor’ for those decisions. They will act as an impartial source of advice to help you make sense of the complex world around you, and ensure you do the right things, at the right time, to keep your plan on track.

Take the next step

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

What we do

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

Who we are

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

Meet our leadership team

Find out more about the Quilter Private Client Advisers leadership team.