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.
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.
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.
Rollover each
individual section
of the diagram for further information
Request a call back
John Kerr
Recruitment and Establishment Director
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.
This message is intended only for circulation to members of Quilter Financial Planning Ltd. Onward transmission to other firms or to retail customers is not permitted.
Quilter Financial Planning Ltd, Registered in England No 5372217. Quilter Financial Planning Ltd is a holding company, subsidiaries of which are authorised and regulated by the Financial Conduct Authority.
This message and any attachment are confidential and may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please telephone or email the sender and delete this message and any attachment from your system. If you are not the intended recipient, you must not copy this message or attachment or disclose the contents to any other person. Any views or opinions expressed in this email are those of the author only.
Please note that email passing through the servers of Quilter Financial Planning Ltd (or any of its subsidiaries), may at any point be monitored or intercepted as part of the company's internal security policy. Thank you for your co-operation.
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Why choose Quilter Financial Planning?
The benefits of joining us
Your onboarding process
Aligning with you
The benefits
of joining us
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When you partner with Quilter Financial Planning, the support you receive is designed to help your business run safely and profitably.
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.
Real people with real
experience to add to your team
Meet your business development 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.
Whoever you’re speaking to in Quilter Financial Planning, you can
expect the highest levels of support.
John Kerr
Recruitment and Establishment Director
Steve Gazard
Chief Distribution Officer
Stephen Fryett
Managing Director
See all the experienced
professionals available to you
Steve Gazard
Chief Distribution Officer
Jason Adcock
Sales Director
Charlotte Nixon
Proposition and Distribution Director
Our renowned academies and masterclasses
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.
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
Technology platforms
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.
Dynamic Planner
XPLAN and XPM
Client Portal
Your Learning Academy
Comm Pay
Request a call back
John Kerr
Recruitment and Establishment Director
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.
This message is intended only for circulation to members of Quilter Financial Planning Ltd. Onward transmission to other firms or to retail customers is not permitted.
Quilter Financial Planning Ltd, Registered in England No 5372217. Quilter Financial Planning Ltd is a holding company, subsidiaries of which are authorised and regulated by the Financial Conduct Authority.
This message and any attachment are confidential and may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please telephone or email the sender and delete this message and any attachment from your system. If you are not the intended recipient, you must not copy this message or attachment or disclose the contents to any other person. Any views or opinions expressed in this email are those of the author only.
Please note that email passing through the servers of Quilter Financial Planning Ltd (or any of its subsidiaries), may at any point be monitored or intercepted as part of the company's internal security policy. Thank you for your co-operation.
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Why choose Quilter Financial Planning?
The benefits of joining us
Your onboarding process
Aligning with you
Why choose
Quilter Financial Planning?
Scroll down
Whether you are a starting up or a growing business, we have the support you need.
I’m developing
or growing my
existing business
I'm a new firm,
just getting started
Select an option that is most relevent to you:
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.
Join around 3,000 advisers who are already benefitting from:
Reduced risks in their business
Increased income and capital
Reduced costs
A first-class proposition with transparent costs for them and their clients
Enjoy freedom, wherever you want to take your business
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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.
Opposite our Chief Distribution Officer Steve Gazard explains how Quilter can help advisers like you build 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."
John Kerr
Recruitment and Establishment Director
john.kerr@quilter.com
John Kerr | Quilter Financial Planning Recruitment and Establishment Director
What types of advisers
can benefit from Quilter Financial Planning’s support and expertise?
If your business falls into any of the categories below we can help you succeed:
A sole trader
A local firm
A larger firm with a regional base
A mortgage adviser
An investment adviser
A protection adviser
Your benefits when you partner with us
Did you know that Quilter Financial Planning offers the industry’s most comprehensive support and development package?
Click the arrows below to find out how all advisers who partner with our network enjoy these benefits straight away:
Technology to increase
your time and efficiency
Backing to keep your
business safe and sustainable
Dedicated support to help
you stay relevant and grow
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:
A fixed transparent fee
This is paid weekly based on the number and trading style of advisers in your business, for example:
Restricted financial advisers
Mortgage advisers
Percentage-based 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.
Request a call back
John Kerr
Recruitment and Establishment Director
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.
This message is intended only for circulation to members of Quilter Financial Planning Ltd. Onward transmission to other firms or to retail customers is not permitted.
Quilter Financial Planning Ltd, Registered in England No 5372217. Quilter Financial Planning Ltd is a holding company, subsidiaries of which are authorised and regulated by the Financial Conduct Authority.
This message and any attachment are confidential and may be privileged or otherwise protected from disclosure. If you are not the intended recipient, please telephone or email the sender and delete this message and any attachment from your system. If you are not the intended recipient, you must not copy this message or attachment or disclose the contents to any other person. Any views or opinions expressed in this email are those of the author only.
Please note that email passing through the servers of Quilter Financial Planning Ltd (or any of its subsidiaries), may at any point be monitored or intercepted as part of the company's internal security policy. Thank you for your co-operation.
