Your financial advice partner
Through your member benefits scheme, you can receive a complimentary initial consultation with one of our expert advisers.
When we match you with your adviser, they'll discuss where your finances are now, where you'd like to be and start thinking about how to get you there.
Why we’re right for you
As experts in giving specialist financial advice to membership organisations, we’ve helped thousands of members to achieve their financial goals.
More and more members like you are enjoying:
- A safe pair of hands for your money
We're part of Quilter plc, a leading provider of financial advice, investments and wealth management.
- Confidence your money is working for you
We'll help shape and adjust your financial plan based on your specific needs, from investing to retirement planning.
- Always being in control with your financial adviser
After you meet your adviser for your initial complimentary consultation, it's your choice to continue with their suggested plan.
How it works
1. Contact us
Call us or fill in your form to discuss your initial consultation.
2. Match adviser
We’ll match you with an adviser suited to your financial goals.
3. Meet adviser
You’ll meet your adviser to talk about your financial requirements at a time and place which suit you.
My adviser provided a very professional initial review and assessment of my financial situation and expert advice about how I could improve the performance of my investments.
QFA Client
The guidance and/or information contained within this page is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185.
Quilter Financial Advisers Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference numbers 440703 and 440718 respectively.