trusted, personal and proactive financial advice.
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we do things a little differently from other financial advisers…
We believe that good financial planning is life changing. Our clients say that we provide them with the reassurance to allow them to focus on enjoying their life, rather than worrying about their finances.
Working with a financial adviser can harvest significant additional return. This is achieved by making sure our clients do the right things, at the right time, to realise their life ambitions. Whether this be providing reassurance when no action is required amidst global economic uncertainty, recommending action when it is required, to ensuring that our clients maximise the use of tax allowances available, we will be there.
Tax treatment varies according to individual circumstances and is subject to change.
benefits when choosing us as your financial advisers
As life is unpredictable, your financial plan has to be adaptable and unique to you. We strongly believe that by receiving lifelong financial advice, you will have the ability to make the right decisions, at the right time, every time.
We have exclusive discounts available to WCCC Members and their family members on:
- Retirement Planning
- Investment Planning
- Intergenerational Wealth Management
- Mortgages and Remortgages
benefits when choosing us as your financial advisers
As life is unpredictable, your financial plan has to be adaptable and unique to you. We strongly believe that by receiving lifelong financial advice, you will have the ability to make the right decisions, at the right time, every time.
We have exclusive discounts available to WCCC Members and their family members on:
- Retirement Planning
- Investment Planning
- Intergenerational Wealth Management
- Mortgages and Remortgages
advice fee discounts for WCCC members and their family members
Discovery Meeting
Advice Fee Discount- For all areas of advice, we will have a discovery meeting at our own cost.
- This meeting allows us to discuss your circumstances in detail, obtaining information from you, along with establishing your dreams and aspirations that you would like to achieve from your finances.
- This discovery meeting does not come with any obligation to progress further.
Financial Planning
Advice Fee Discount- Following our discovery meeting, we will know more about your financial position, as well as your dreams and aspirations. We will know how we will be able to help you and the areas of advice that you will require. At this point, we will be able to confirm our advice fee to you.
- Once we have obtained your signed authority to proceed, we will begin our research. Once we have produced the optimal solution for you, we will discuss our recommendations with you, providing an explanation as to why this is the right solution for you. If you wish to proceed with our recommendation, then our advice fee would be payable. You typically have the option of paying our advice fee from the investment, should you wish to do so.
- *Discount only applies to initial advice fees relating to: Retirement Planning, Investment Planning and Intergenerational Wealth Management.
Mortgage & Remortgage
Advice Fee Discount- Following our discovery meeting, and after your signed authority to proceed, we will begin our research.
- Once we have found the most appropriate mortgage for you, we will discuss our recommendation with you, providing an explanation as to why this is the right mortgage for you.
- If you wish to proceed with our recommendation, then a fee of £350 is payable upon submitting the application with the lender.
Product Transfer
Advice Fee Discount- When assessing your remortgage advice needs, if our recommendation is that you should change to another mortgage product with your existing lender, we charge a lower fee.
- This is because there is not as much work involved for us compared to remortgaging with another lender. The £175 fee is payable upon submitting an application with your lender.
book a meeting with an adviser
By receiving life-long financial advice, you will have the ability to make informed decisions regarding your finances throughout your lifetime.
start taking control of your finances with our professional and expert advice.
We strive to deliver the very best service to develop a long-lasting relationship with you and your family.
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Approved Quilter Financial Services Limited & Quilter Mortgage Planning Limited 26/05/2023.