• 0161 537 7070
  • St Georges House, Peter Street, Manchester, M2 3NQ

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About Quilter Financial Services Limited


Established in 2006, Quilter Financial Services Limited and Quilter Mortgage Planning Limited has grown to become one of the UK’s largest distributors of financial advice.

Led by a highly accomplished and experienced management team, Quilter Financial Services has the resources, the financial strength and a track record of success to deliver invaluable guidance and support to our members.

Since launch they have consistently exceeded market expectations. In 2015 Quilter Financial Services annual turnover exceeded £250m, making Quilter Financial Services one of the most successful and fastest growing financial services businesses.

Quilter Financial Services continually invest in their business to improve their proposition, their service and the dedicated support they provide

Upholding The Client Charter

We aim to provide a fully comprehensive service to all of our clients

We are confident that we will deliver a high-quality service that will be among the best in the financial services industry

We continually strive to improve our professionalism through personal development

We follow the principles of Treating Customers Fairly

If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions

Our processes and procedures follow the guidelines as laid down by our business support network, Quilter Financial Services Limited and Quilter Mortgage Planning Limited

We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know. If you are ever dissatisfied with the service you’ve received we will do our best to put it right.

Benefits Of Dealing With An Quilter Financial Services Partner

Financial Service Networks such as Quilter offer support services to Financial Advice Firms to help with compliance and training for example. Additionally by being part of a network you have access to a wide range of services and affiliated firms to work with if required.

Established in 2006, Quilter Financial Services which was formerly known as Intrinsic has grown to become one of the UK’s largest distributors of financial advice. In 2015 its annual turnover exceeded £250m, making Quilter financial services one of the most successful and fastest growing financial services businesses. Led by a highly accomplished and experienced management team, Quilter financial services has the resources, the financial strength and a track record of success to deliver invaluable guidance and support to its members.

As restricted Advisors we are able to offer solutions from a select range of Providers which have been researched and had due diligence carried out on them by our Network, Quilter financial services.

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The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.