About Quilter Financial Services EP

I'm a friendly, supportive and professional financial planner dedicated to helping you make sensible decisions for your requirements. Together we will define your goals in the short and long term and create a bespoke plan to meet them.
Quilter is a leading provider of advice, investments and wealth management, that offers long term security.Quilter is listed alongside other well-known household names on both the London Stock Exchange, and the Johannesburg stock exchange with a market value of c.£2.3bn*, which places us within the FTSE 250 Index of leading companies.We have scale to be there for our customers in tough times as well as good. In total, we manage around £111.8bn* on their behalf.See link -
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Bad credit
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Overseas
  • Self employed
  • Self build
  • Flexible

  • Find the best price for your project, click on a trade to get started