Welcome to your guide to Quilter Financial Planning - one of the U.K’s largest advice network
Partnering with Quilter Financial Planning
An adviser’s guide exploring the exclusive benefits you can enjoy through our partnership together
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Why choose Quilter Financial Planning?
The benefits of joining us
Your onboarding process
Aligning with you
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Our recruitment team is on hand to answer any questions and provide you with the support you need. Simply contact John, or complete the online form and we’ll get back to you.
Recruitment and Establishment Director
John Kerr
Contact us now
07917 072 390
john.kerr@quilter.com
Why choose Quilter Financial Planning
Here, QFP Recruitment Director John Kerr talks about why we’re the advice network to join. You can also hear from one of our advisers, Matthew from CDC Financial Advice, who talks about the reasons he joined Quilter, how he has found the experience and importance of our network in providing support and great service.
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This is an interactive guide, please hover over or click on the different sections to discover more information
As one of the UK’s leading advice firms, Quilter Financial Planning uses its size, financial strength, and expertise to help thousands of advisers across the UK succeed.
Increased income and capital
Join around 3,000 advisers who are already benefitting from:
Enjoy freedom, wherever you want to take your business
"The feedback has been fantastic. The Quilter brand is fantastic. The fact that people feel proud to be aligned to Quilter, a FTSE 250 company, is without parallel compared to some of the competitors we have."
With Quilter Financial Planning, you’re in control. Our adviser partnerships are fully flexible, so you have the freedom to run and structure your business as you wish, in whatever market you operate.
What types of advisers can benefit from Quilter Financial Planning’s support and expertise?
A sole trader A local firm A larger firm with a regional base A mortgage adviser An investment adviser A protection adviser
Whether you are a starting up or a growing business, we have the support you need.
Simple and transparent fees
We’ve secured excellent income levels from providers for our network while lowering charges in allproduct areas for our adviser partners. Your membership is covered by two types of fees:
Your benefits when you partner with us
Did you know that Quilter Financial Planning offers the industry’s most comprehensive support and development package?
XPLAN point-of-sale software Integrated whole-of-market mortgage sourcing Exchange and LifeQuote Electronic ID verification
Technology to increase your time and efficiency
PI cover All FCA fees and charges FSCS levies Regulation updates including Consumer Duty Support to get your advice right Compliance and supervision
Backing to keep your business safe and sustainable
Training and development Extensive technical support Access to The Marketing Hub and Extranet Support to gain new clients and service existing clients
Dedicated support to help you stay relevant and grow
Click the arrows below to find out how all advisers who partner with our network enjoy these benefits straight away:
This is paid weekly based on the number and trading style of advisers in your business, for example:
A fixed transparent fee
This relates to the overall production levels of the business. Your Quilter Financial Planning Regional Director will supply details of how this applies to your business model.
Percentage-based fee
Find out more
John Kerr | Quilter Financial Planning Recruitment and Establishment Director
If your business falls into any of the categories below we can help you succeed:
Restricted financial advisers Mortgage advisers
Reduced risks in their business
A first-class proposition with transparent costs for them and their clients
Reduced costs
Opposite our Chief Distribution Officer Steve Gazard explains how Quilter can help advisers like you build your business.
If your firm is just getting started it’s the ideal time to have Quilter Financial Planning on your side.
I'm a new firm, just getting started
We support firms of all shapes and sizes run their business profitably, grow sustainably and when the time comes, exit with confidence. Whether you are looking to de-risk your business, gain greater control of your rising cost base, need help with growing your firm or are positioning your business to maximise its sale price in a few years’ time, we can help you achieve the best outcome for you and your clients.
I’m developing or growing my existing business
People Resources Capital Infrastructure Expertise Experience Support
Select an option that is most relevent to you:
Our renowned academies and masterclasses
When you partner with Quilter Financial Planning, the support you receive is designed to help your business run safely and profitably.
Meet your business development team
Real people with real experience to add to your team
The Extranet
Technology platforms
Teams
Tools
Technology
Available at a discounted price through your membership with us, Quilter’s Financial Adviser School offers cutting-edge training and support for non-industry professionals and experienced advisers alike, aimed at core qualifications and skills.
Create new advisers and develop your team
Rollover to find out what each of our expert business development team brings unrivalled knowledge, experience, and vision to your business.
Whoever you’re speaking to in Quilter Financial Planning, you can expect the highest levels of support.
Our exclusive events programme is one of the broadest in the industry and is a unique part of our support.
Keep your knowledge up to date in the quickest, easiest way for you All our learning sessions are interactive so you can ask the questions relevant to you and are tested with advisers to ensure they’re worth your time. So, whatever events you choose to take advantage of, you’ll always go away with valuable knowledge.
Dynamic Planner
XPLAN and XPM
Client Portal
Your Learning Academy
Comm Pay
After partnering with us, you get immediate access to our technology platforms. They make it easy to do business and provide exceptional service and flexibility so you can run your business in the best way for you and your clients.
Everything you need, all in one place The Extranet is easy to use and provides everything you need to operate, including the latest news and updates, suitability documents, checklists, guidance documents, and much more.
The Marketing Hub
Exclusive to Quilter Financial Planning partners and designed to make it easy as possible to promote your business, the Marketing Hub hosts all our ready-to-use marketing content.
Your Marketing Hub provides all this as part of your partnership with Quilter Financial Planning:
Brochures Topical factsheets Client discussion guides Client magazines Online adverts Order printed copies of most brochures free of charge
Our academy programme is more than a selection of stand-alone workshops. It’s a comprehensive development programme that will help you develop your skills and knowledge of specific markets, including:
Wealth Automatic enrolment Mortgage Protection
Academies
Propositions heads Relationship managers Field coaches Regional support consultants Adviser support team Mortgage support team
See all the experienced professionals available to you
Training team Marketing Field supervision team Regional directors Business consultancy Leadership team
John partnered with Quilter in January 2022 as Recruitment and Establishment Director. John previously spent over 14 years as a Regional Director, playing a vital role in growing businesses.
Steve Gazard
CEO
Steve partnered with Quilter Financial Planning in 2017 as Group Managing Director, bringing vast knowledge and industry experience. Steve became Chief Executive Officer in June 2020.
Jason Adcock
Sales Director
Jason joined Intrinsic in 2008 and successfully created the launch of Strategic Partners. He is now Sales Director of the Wealth Network bringing together Strategic Partners, Key Accounts and Financial Planning firms together.
Charlotte Nixon
Proposition and Distribution Director
Charlotte joined in 2019. She is responsible for the development and growth of the mortgage and protection proposition, as well as managing key provider and lender relationships across the network.
Stephen Fryett
Managing Director
Stephen has 35 years’ experience of working in the financial planning marketplace, boosted by having a unique perspective from both sides of our business - leading the network and as Managing Director.
Specialist masterclasses and workshops
Your specialist Quilter Financial Planning masterclasses and workshops give you further insight and help you explore the opportunities presented by changes to legislation or other developments within the advice market.
Dynamic Planner is a market-leading servicing tool that will deliver a slick end-to-end servicing process, saving you time. Your benefits:
Integration with XPLAN and Intelliflo meaning that your client information can be readily available in Dynamic Planner, and documents saved between the two systems Helps produce a compliant, professional progress check report for ongoing advice reviews Client Risk Profiling, Cash Flow Modelling, Fund and Product Research tools working together in Dynamic Planner to create an effective client review Using Dynamic Planner helps you meet Consumer Duty requirements
XPLAN and XPM are our bespoke point-of-sale and back-office technology platforms for wealth (XPLAN) and mortgage (XPM) advisers. Developed specifically for Quilter Financial Planning, they help you get to know your clients better, do more business, stay compliant, and improve efficiency. Both systems are fully integrated with our sales processes and provide you with everything you need, such as online factfinding, risk profiling, suitability reports, and integrated mortgage and protection sourcing.
Comm Pay is the payments reconciliation system fully integrated with XPLAN to ensure a seamless experience. Comm Pay allows you to set up new business events, create and manage invoices, generate reports, and more.
This online tool supports your personal and professional development by providing a wealth of learning material. The system’s integrated platform logs and maintains all learning undertaken for your own personal continuing professional development (CPD) record.
We provide access to an online client portal to ensure your clients always have access to their latest financial information.
Our support means your business benefits from:
Technical masterclass Tax & IHT planning masterclass Discretionary fund management workshops Alternative investment workshops
Chief Distribution Officer
Real people with real experiences to add to your team
Our renowned academies and masterclass Access to the Extranet and Marketing Hub
Our onboarding process has been designed so that you become part of our network as efficiently as possible. No matter where your business model currently sits, we work to ensure you and your clients undergo minimum disruption.
Advisers are supported by a Field Coach, as part of their journey to obtaining Competent Adviser Status, in line with Quilter Financial Planning’s Training and Competence Scheme. Each Field Coach is appropriately qualified, and has a detailed understanding of Quilter Financial Planning's advice processes, and the wider support available for advisers.
1. Understanding you
We seek to understand what you’re looking to achieve, exploring what you can expect and how to overcome any challenges to your success.
4. Refine
To ensure your relationship with Quilter Financial Planning continues to provide you with value, we formally check your progress every three, six, nine and twelve months and refine and enhance our support for you where required. This also gives a forum for any suggestions and improvements that we can discuss and implement together.
2. Planning
We explore how you will trade, get paid, and benefit from the right level of support for your business. Together, we’ll create a simple plan with clear accountabilities and responsibilities to ensure your transition to Quilter Financial Planning goes smoothly. We’ll also agree on the terms of our relationship.
3. Implementation
After submitting your membership application - which includes referencing and due diligence – you’ll receive an invitation to an induction event. We’ll also create a plan to achieve competent adviser status for advisers, agreeing regular milestone review points so you know what to expect.
Rollover each individual section of the diagram for further information
Your Field Coaches are here to to make sure your customer proposition is a profitable one and that you make full use of all the support on offer.
Our priorities as a business
Growth with our customers and advisers
Embrace digital
Enhance efficiency
Be the responsible wealth manager
Quilter’s four strategic priorities guide us on our journey and help us stay relevant and grow for the benefit of you and your clients.
History
Values
Vision
Priorities
Quilter is a leading provider of financial advice, investment, and wealth management. We have a market-leading proposition which supports advisers and their clients as their financial requirements evolve throughout their lives.
Rollover each icon to see how our business matches up with yours:
We will maximise synergies across our business, increase operational efficiency, and reduce our complexity and costs to become more streamlined and resilient.
Creating simplicity across our business Improving our existing adviser quality and productivity Re-writing our advice processes to make delivering and robustly documenting quality advice easier Delivering identified expense reductions Delivering network pricing initiatives. Completing alignment of functions and people with the Advice and Retail Investment segment where possible Ensuring effective due diligence is undertaken before recruiting new ARs and Advisers.
We will align our expertise and resources around the needs of our key customer groups with tailored advice and products and a streamlined experience, driving our growth agenda.
Only recruit advisers who are aligned with our values and goals Grow our Network organically Articulate and market our enhanced proposition Continually improve our service Align strategically with other parts of Quilter.
We will enhance and modernise our digital service experience to engage our customers of today and tomorrow.
Leveraging our new platform technology to gain market share and integrate for a consistent digital experience across Quilter Delivering efficient technology to enable our advisers to provide quality-assured advice Developing our adviser technology strategy for National and Network separately Enhancing our internal systems to remove manual controls.
We will act and invest responsibly, becoming a leader in ESG investing. We will be a responsible employer, modernising our culture to attract, develop and retain great talent and embrace inclusivity.
Ensuring that ESG is embedded in the advice process and that ESG tools and metrics are embedded within our propositions Up-skilling advisers to support them in having ESG conversations with clients Creating an inclusive and diverse culture where our people can thrive Transforming to a new operating model Engaging our people in our journey Enabling two-way communications – colleague voice Setting our people up for success by equipping them with the right tools (E.g., Mindflick, Thrive, Degreed, etc.) Recognising our colleagues when they are successful, innovative, and productive and living our values.
Our vision
Our vision is to create prosperity for the generations of today and tomorrow. It shapes everything we do, from the people we’ve recruited to the solutions we develop and the way we constantly strive for improvement.
Our history
For decades we’ve been helping UK financial advisers deliver a high quality service to their clients and we currently manage more that £113.8bn of assets*.
Our values
Our values of being pioneering, dependable and stronger together drive how we behave towards customers, advisers, and each other. These qualities are embedded in our environment, policies, practices, and how we encourage our employees to work and communicate.
*As of 30 June 2024 Source Quilter plc
Our priorities
From embracing digital to ensuring that ESG is embedded in the advice process, our priorities help us stay relevant and grow for the benefit of advisers and their clients.
"Quilter is a model example of how to operate responsibly"
Therese Chambers
Joint Executive Director of Enforcement and Market Oversight, Financial Conduct Authority (FCA)
We will:
We are:
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