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Our approach to financial advice

We believe that customers are more likely to achieve their financial goals by taking professional advice.

Quilter’s commitment to the value of financial advice sits at the heart of our business.

We champion financial advice by:

  • Providing a choice of ways for advisers to work with us, including the option to join our network to receive support around compliance and growing their business.
  • Offering our pension, bond, and ISA products only via a financial adviser.
  • Giving advisers a platform that delivers exceptional value for their business, offering more choice, convenience, and control over how they manage their clients’ investments.
  • Supporting advisers with tools, technical and business support, and advice opportunities.
  • Helping people to progress their careers in advice through expert training from Quilter Financial Adviser School.

We make financial advice as accessible as possible:

Our national advice business

Customers can take advice from an adviser who works for Quilter Financial Advisers.

Our advice network

Quilter Financial Planning supports over 1,300 appointed firms in the UK and is home to some of the fastest-growing, most progressive advisory firms in the UK.

Open market

Our products and services are offered to customers through open market independent advisers.

Interested in joining Quilter?

Find out how to join the Quilter family, either as an employed adviser, or partnering with us via our network.

Join Quilter

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.