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The benefits of financial advice

Cut through the complexities

We strongly believe in the value of advice and only offer our products through financial advisers.

Financial advisers are highly qualified experts focused on delivering the best outcomes for you. They’ll use their skills and experience to help you make the most of your money and can also advise you on things like tax and trusts, which many of us can find complex.

You can benefit from

A full assessment of your finances

The best advice comes from a thorough review of your financial situation, your goals and how much risk you’re comfortable taking. Your adviser will find a tailored solution that’s right for you, and the benefits will be plain to see.

Long-term value

Your relationship with your adviser will hopefully be a long one, where they’ll continue to provide support and guidance over the years. As times change, it’s more important than ever that you’ve got someone who can help you make the most of your money.

Advice helps you reach your goals

Using an adviser can make a real difference in making sure you’re on track to meet your objectives. They’ll use their experience and expertise to help you find the best solutions available and often have access to a wider range of products.

It’s worth it

You might have hesitated to seek financial advice because you’re worried about the cost but when it comes to something as important as our finances, it pays to go to an expert. Research shows people who take financial advice are around 6% better off a year* than those who don’t.

*(this equates to an additional £6,000 on a £100,000 investment. Source: Quilter Delta, 2018)

Don't have a financial adviser?

If you need help or advice on your investments, our online search tool can help you find an expert in your local area.

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Your financial adviser and how we support them

Long-term relationship

By partnering with your financial adviser, you can be confident that your finances are in safe hands over the long-term. Having ongoing support means you can make sure your investment is working as hard as it can.

Tools and services

We give your adviser a range of tools and services that they can use to help assess your attitude to risk, create an investment portfolio or find the right investment solution for you and calculate your capital gains tax position.

Monitoring performance

Thousands of financial advisers use our investment platform, because it helps them to deliver great outcomes for clients like you. Using our tools, your adviser can review how your investment is performing, give you regular updates and make any adjustments needed.