Quilter aims to play an active role in the financial services industry to promote a long-term savings culture, champion financial advice, provide financial education and help raise the standards of conduct in the financial services industry – to help create prosperity for the generations of today and tomorrow.
Quilter only sells its products to customers that are introduced to us through financial advisers, since we believe that quality financial advice is essential to great client outcomes. Our platform is focused on helping UK financial advisers build more successful businesses, and we do this in three main ways.
Firstly, our platform has everything a financial adviser needs to deliver an exceptional service to their clients. This includes access to award-winning products, the most competitively priced funds and complete flexibility when it comes to clients taking an income.
Secondly, we make it incredibly easy for an adviser’s team to use the platform, thanks to the most intuitive online user experience, unique processes like automated cash management and best in class reporting.
And finally, advisers can use our platform as a catalyst for growth. We offer a wide range of Discretionary Investment Managers, which means advisers can serve a wider range of clients on the platform. In addition to this, our market leading family linking service provides an effective way for advisers to turn one client into many, by creating a family office proposition.