About Quilter Financial Planning Limited
Established in 2006, Quilter Financial Planning Limited and Quilter Mortgage Planning Limited has grown to become one of the UK’s largest distributors of financial advice.
Led by a highly accomplished and experienced management team, Quilter Financial Planning has the resources, the financial strength and a track record of success to deliver invaluable guidance and support to our members.
Since launch they have consistently exceeded market expectations. In 2015 Quilter Financial Planning annual turnover exceeded £250m, making Quilter Financial Planning one of the most successful and fastest growing financial services businesses.
Quilter Financial Planning continually invest in their business to improve their proposition, their service and the dedicated support they provide
Upholding The Client Charter
We aim to provide a fully comprehensive service to all of our clients
We are confident that we will deliver a high-quality service that will be among the best in the financial services industry
We continually strive to improve our professionalism through personal development
We follow the principles of Treating Customers Fairly
If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions
Our processes and procedures follow the guidelines as laid down by our business support network, Quilter Financial Planning Limited and Quilter Mortgage Planning Limited
We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know. If you are ever dissatisfied with the service you’ve received we will do our best to put it right.