The Ultimate Guide to Quilter Financial Planning Reviews
Are you considering Quilter Financial Planning? If so, it’s essential to understand the company’s strengths, weaknesses, and what sets it apart from other financial planning firms. This guide will provide you with an in-depth review of Quilter Financial Planning, its services, and what you can expect as a client.
Introduction
Quilter Financial Planning is a leading financial planning firm that offers services to individuals and businesses throughout the UK. With over 600 advisers, the firm offers a range of services, including retirement planning, investments, and protection. In this guide, we’ll explore the firm’s history, services, and what you can expect as a client.
History of Quilter Financial Planning
Quilter Financial Planning has been in operation since 2006 and was previously known as Intrinsic Financial Services. In 2018, the company was acquired by Quilter Plc, a wealth management company that has been in operation for over 100 years. Today, Quilter Financial Planning is one of the UK’s largest financial advisory firms, with more than £100 billion of client assets under management.
Services Offered by Quilter Financial Planning
Quilter Financial Planning offers an extensive range of services to individuals, families, and businesses. Some of the services include:
Retirement Planning
Quilter Financial Planning offers tailored retirement planning solutions that are designed to meet individual needs and goals. These retirement planning solutions include pensions, annuities, and income drawdown strategies.
Investment
Quilter Financial Planning offers investment services that cater to both seasoned investors and those who are just starting. Services include ISAs, bonds, unit trusts, and investment trusts.
Protection
Quilter Financial Planning offers protection solutions that ensure clients and their businesses are financially secure in the event of unexpected circumstances. These solutions include life insurance, critical illness cover, and income protection.
Business Protection
Quilter Financial Planning also offers business protection solutions that cater to small to medium-sized businesses, ensuring the continuity of the business in case of unexpected situations. These solutions include key person insurance, shareholder protection, and business loan protection.
What sets Quilter Financial Planning apart from other Financial Planning Firms?
Quilter Financial Planning has a few things that set it apart from other financial planning firms:
Personalized Service
Quilter Financial Planning offers tailored solutions that cater to individual needs and goals, ensuring that clients have peace of mind.
Expert Advice
Quilter Financial Planning has a team of over 600 advisers who have extensive knowledge and experience in the financial industry.
Wide Range of Services
Quilter Financial Planning offers a broad range of services, ensuring that clients have access to a complete range of financial planning solutions.
Client Experience
Quilter Financial Planning has received excellent reviews from clients. A survey conducted by Quilter in 2020 showed that 95% of clients were satisfied with the service received, while 92% said that advisers understood their needs and goals.
Conclusion
Quilter Financial Planning is a leading financial planning firm that offers a broad range of services to individuals and businesses. With personalized services, a team of expert advisers and a wide range of services, Quilter Financial Planning is a strong contender for financial planning needs. With excellent reviews from clients, Quilter Financial Planning is a firm that is worth considering.
