FAQS

- We are a trading style of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

- Our fees vary depending on the complexity of work we undertake. Our fees are explained in our ‘Terms of Business’ document which is issued and explained at outset in our first meeting with a client. We always provide a clear and transparent break down of the fees before you commit to engaging our services.

- Your initial consultation is normally free of charge. It is an opportunity for us to understand your goals and for you to decide if we are the right fit for you.
- We pride ourselves on delivering a highly personalised and bespoke service which is individual to each client. We focus on developing the relationship with the client and you can see the same adviser year after year. This enables us to build strong relationships and trust with each client and deliver on what we promise.

- We offer an ongoing advice service that includes a formal review on an annual basis. However, should your circumstances change we are always on hand to speak with you and ensure we are still on track to meet your goals.