Quilter Financial Advisers aim to be one of the largest providers of expert financial advice in the UK. Thousands of people around the country trust them to make their money work harder. Their success is built both on the quality of their advice and their strong local presence. Clients of Quilter Financial Advisers benefit from the extensive resources and expertise of the Quilter Financial Planning. This includes investment research and best practice, and specialist knowledge on pension transfers, options at retirement, mortgages, workplace pensions, and employee benefits.
In addition, as preferred financial advisers to Major public employers, Quilter Financial Advisers have extensive experience in advising on NHS, civil service, teachers’ and other public sector pension schemes.
As well as providing expert financial planning advice to individuals in all walks of life, they work with major employee organisations and affinity groups, providing financial advice to their members. Each year they run workplace seminars and surgeries for members of major organisations along with conducting personal financial consultations.
AIf you’re interested in financial planning services in Cumbria, please contact me on 01697 3258582. We can have a chat about your financial requirements or explore the options of running a seminar or workshop at your place of work. Our office is based in Wigton, Cumbria and we offer financial planning services across the region, including Carlisle, Whitehaven, Workington, and Penrith.
I am backed by the extensive knowledge and experience of Quilter Financial Advisers, part of the Quilter Financial Planning and one of the most-respected financial advice companies in the UK. As a Financial planner based in Cumbria, my goal is to help individuals meet their long-term financial goals. For over twenty years I’ve worked with successful individuals, business owners and entrepreneurs providing guidance and support through the complexities of financial planning. By understanding your needs, I can develop and plan effective strategies to build, maintain and preserve your wealth and assets; strategies that deliver throughout your life and adapt to meet your ever-changing needs.