Why Choose Us?

Part of Quilter Financial Planning, an Award Winning National Network

Placing clients at the heart of our business

Taking professional financial advice can greatly improve your chances of achieving your financial goals, whether you wish to grow your wealth, plan for retirement or secure the future for your loved ones. We offer a high quality service alongside traditional values from a team of experienced advisers and support staff, putting you at the heart of everything we do.

Our Values

All our dealings with you, as a client, are focused on putting you first. From using clear, understandable language to responding promptly with queries and requests through the whole process of creating and protecting your wealth.

Putting customers first

We know our clients are at the heart of our business. Not only do we want to provide you with tailored solutions for creating and protecting your wealth, but that your experience with us will be a positive one through our prompt, efficient, transparent and courteous service.

Transparency

We will always be clear, open and transparent about all our costs and processes. We always offer an initial no-obligation meeting with you, at our expense, during which we will discuss your needs, explain our services and clearly outline our fees.

Your options for paying and our ongoing service charges

Taking responsibility

We strive to maintain a high level of professionalism providing a prompt, efficient, transparent and courteous service, and of course providing good outcomes for our clients. If things do go awry (as sometimes they do) we will act immediately to have things put right as soon as possible.

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A member of Quilter Financial Planning,
an Award Winning National Network of Financial Advisers

Part of Quilter, a FTSE 250 company with £111.6 billion in investments (as at 31.03.2024).

Partnering with Quilter Financial Planning

We are a member of Quilter Financial Planning, an award-winning network and a part of Quilter, one of the leading providers of advice, investments and wealth management in the UK and internationally.

About Quilter Financial Planning

Quilter Financial Planning is one of the largest financial planning networks in the UK, and is part of Quilter Plc, a FTSE 250 institution. An award-winning network, Quilter Financial Planning has been helping financial advice firms like ours to deliver a great service and secure financial future for customers like you, since 2006.

The right investment proposition is essential to power your financial plans. Quilter provide a comprehensive range of portfolios and funds designed to help grow your wealth.

Whether you’re looking to grow your wealth, generate an income, or even both, Quilter offer tax-efficient investment products, access to a wide range of investment funds and expert advice to help secure your financial future.

read more about quilter here

Benefits to you

Some of the benefits of partnering with Quilter Financial Planning include:

Comprehensive services to suit your needs – Quilter Financial Planning research the marketplace on your behalf so that we can offer advice from a pre-selected pool of providers, giving you peace of mind our recommendations have already been vetted and given approval for suitability.

Restricted advice – we will only recommend tailored, hand-picked solutions from a list of the most suitable solutions in the market that we’ve found through in-house research and analysis, ensuring we give you top quality recommendations.

A flexible approach – whilst the restricted panel is designed to cover the majority of needs, there are some occasions when a suitable solution cannot be met through the panel. In this instance we do have the option to conduct additional research and go “off panel” to search the broader market for an appropriate solution.if our selected providers don’t exactly match your needs, we will go to the wider market to find you the right solution.

Reduced costs – their buying power means reduced costs from our providers to give you great value products.

Peace of Mind

Through Quilter Financial Planning, we suscribe to, and abide by important regulations and laws that exist to protect you, maintain your confidentiality and keep you secure.

Quilter Financial Planning is part of Quilter Plc, a FTSE 250 institution. As a well established and and financially secure firm, our partnering with Quilter Financial Planning gives you the added peace of mind that your financial future is in safe hands. Quilter Financial Planning is regulated by the Financial Conduct Authority. When you do business with us you will find further information on this, as well as the Financial Services Compensation Service, and Financial Ombudsman Service, in our Terms of Business document.

our financial planning process our payment options

Guide to Our Services

This covers key factors to consider when investing, understanding risk, diversification, asset allocation and fund types.

Click here to read or download ‘Guide to Our Services’

The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

Contact Form

Book a free initial consultation*, ask a question or request a call back. Call us on 0141 352 7800 or fill in the form below.

* Any work you ask us to carry out as a result of this meeting will be fee based.

    Image to show we are a member of the FT Top 100 Financial Advisers 2023