About Quilter Financial Advisers Rob Monckton 452529)

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Wealth Advisers based in Kent giving advice on Final Salary (DB) Pension Transfers and Investments Portfolios, Inheritance Tax Planning along with providing Mortgage advice.Transferring out of a final salary pension is unlikely to be in the best interests of most peopleTax treatment varies according to individual circumstances and is subject to change.The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 29/11/2022
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:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

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

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