Quilter Financial Planning

A very warm welcome to Alex Aldridge, who has recently joined Quilter Financial Advisers, as a Financial Planner. “Having been in the industry for seven years and advising for nearly three of those, I've learnt more and more about the industry and myself as a financial planner. Luckily, I've always received great support and mentorship, and knowing this will continue with Quilter makes the transition that much smoother for me. This was one of the reasons why I chose them. "I've always wanted to build something for myself, something I can be proud of and benefit from later down the line. So, when I received a call from Oliver Mansfield and he explained Quilter's proposition to me, I just had to find out more. I made the choice to change because it became clear to me that Quilter was a place where both myself and my clients can have great success. I look forward to this next stage in my career and thank Ollie and the team for their help. Aligning with Quilter will allow me to provide the best advice possible, not just now but for the many years ahead.” It's great to have you with us, Alex!

Join us for this exclusive webinar on 6 November at 10am GMT, featuring guest speaker and behavioural economist Mark Pittaccio. You'll hear more about the behavioural biases your clients face when making investment decisions and navigating market turbulence. Portfolio managers Ian Jensen-Humphreys and Sacha Chorley will discuss how Cirilium Blend, now celebrating its 5-year anniversary, is designed with these biases in mind, its performance since inception, and how it's positioned for the future. Save your place 👉 bit.ly/3XXBRx7 Suitable for professional clients only. The value of investments may go down as well as up.

A very warm welcome to Darren McCabe, who has recently joined Quilter Financial Advisers, as a Financial Planner. "As a financial planner, I care about helping people achieve their financial goals to create an even better life. I was looking for a financial planning company that would help me build my business and benefitted my clients in achieving their financial goals. "Quilter's investment proposition is second to none and the work that goes into ensuring that the services Quilter offers me to pass onto my clients is outstanding. Quilter is also a FTSE250 company, and I'm looking forward to having the backing of this company for me and my clients. "Lesley Brearley, the Regional Director who recruited me, couldn’t have been any more supportive during the process. Lesley was always on hand for me any time of the day. Her optimism and belief in me to do well has made me feel even more confident than before." It's great to have you with us, Darren!

Read Quilter's latest results 👇

A very warm welcome to Tass Hussain, who has recently joined Quilter Financial Advisers, as a Financial Planner. "Having been an employed financial adviser for over 7 years, I felt the time was right to make my move into the world of self-employment. After speaking to people in my network and to fellow advisers I decided to choose Quilter. The most important aspect was joining a network whose visions and values aligned with mine; Quilter’s proposition met this requirement. "Quilter provides me with the support and resources required to launch my own business which will allow me to build my own brand and focus on building client relationships. I'm confident the proposition on offer will benefit my clients for years to come. "Lesley Brearley was brilliant throughout the entire process, she regularly provided updates on my application and reassurances on the process. With the move being a huge change to my life, naturally, I’m nervous (and excited) but I'm convinced I'm giving myself the best chance to succeed by partnering with Quilter." It's great to have you with us, Tass!

Thank you to everyone who’s attended our Autumn Syndicates, and a special shout out to everyone’s who’s been sharing photos of the events across social. It’s been a brilliant few weeks. We: ✅ Hosted 10 events, in 10 different locations over 3 weeks from Belfast to London. ✅ Welcomed 650 advisers and 141 lender and provider partners. ✅ Ran 72 hours of presentations delivered across 64 sessions. Feedback has been very positive so far, in particular our event locations and the content provided seemed to have hit the spot. We hope that everyone – advisers, providers, our own staff – not only found the events insightful, but also had a good time. We would like to thank all of our lender and provider partners who took the time out to support our 2024 Autumn Syndicate events, their continued support is very much appreciated. And of course, a massive thank you to all our incredible speakers, both within and outside of Quilter.

New data from the FCA reveals a 67% surge in the popularity of tracker mortgages over the past three years, with numbers rising from 118,818 in 2021 to 198,044 by early 2024. The data also highlighted a noteworthy trend within specific types of tracker mortgages. Particularly, those with a two-year incentivised rate experienced an 87% rise. While shorter-term incentives can offer immediate financial benefits, it is crucial for borrowers to consider the long-term implications and potential fluctuations in interest rates. Our mortgage expert, Charlotte Nixon: "The substantial increase in tracker mortgages, especially those with two-year incentivised rates, highlights a shift in borrower behaviour towards more flexible options and away from the popularity of fixed-term mortgages. (However), the benefits of a tracker must be weighed against the security of knowing how much you will pay each month.” Read the full article 👇

Such sad news. Our thoughts and deepest sympathies are with his family during this difficult time.

Platforum's latest adviser survey is now live! If you feel that we've made your life easier through our improvements and financial planning technologies, then we'd be really grateful if you could rate our platform at lnkd.in/eRep9KFT 🙏     Check out some of our platform highlights from the past year below! Those who complete the 10-minute survey will be eligible to enter a prize draw to win one of four £50 Amazon vouchers*. Survey closes on 20 October.   *Terms and conditions apply.

A very warm welcome to Nigel Beynon, who has recently joined Quilter Financial Advisers, as a Financial Planner. "I've been in financial services since 1986, and always wanted to build a business with my own clients. The move to self-employment is always daunting, but my business planning meetings with Darren Diplock convinced me that now is the right time to join Quilter. "Darren’s help was invaluable in terms of helping me see the possibilities created by joining Quilter, and how I'd be able to offer the best advice to the right clients free from corporate sales obligations. As the planning took shape, with Darren’s help, I became increasingly keen to get on board. "The proposition developed by Quilter is the best that I've seen, embedding Consumer Duty, and giving me the tools to provide clients with the level of service they deserve. I have real confidence in Quilter’s training, and ongoing adviser support. I also think the group’s affinity programme will help keep me busy! "At every step along the way my confidence in Quilter as the right home has grown. Darren has been a major contributor to that." It's great to have you with us, Nigel!