Financial Resources
As a member of the NHS employers list of recognised experts, our specialist team of advisers are trusted by dental and medical professionals throughout the country for their expert financial planning advice.
Dedicated to helping you achieve your financial goals, our team has an in-depth knowledge of NHS pensions and understands the career paths of hospital doctors, GPs, dentists and locums, to give you complete peace of mind.
Because we understand that you have different financial needs at each stage of your career, you can have confidence that your money is being well looked after and feel financially secure, knowing you’re making the most of the investment opportunities and tax breaks available to you.
Quilter Financial Advisers believes in face-to-face service and have a large team of planners spread across the UK to ensure this personal service is delivered in practice.
We’re proud to be part of Quilter plc, a leading wealth management group of companies in the UK and internationally. Quilter plc oversees £105.2bn* in customer investments and comprises Quilter Financial Advisers, Quilter Private Client Advisers, Quilter Financial Planning, Quilter Investors, Quilter Cheviot, Old Mutual Wealth UK Platform, Quilter International and Old Mutual Wealth Heritage Life Assurance.
*Average client assets under our management for Q1 2020.
Over the last year, Quilter Financial Advisers have identified and corrected numerous errors that were causing overstated Annual Allowance growth figures. This has enabled NHS Pension members to reduce their Annual Allowance charge, you can read more about we’ve done to help clients in our Annual Allowance Errors Factsheet here.
Annual Allowance Errors Factsheet
To find out more about us visit our website here or contact one of our financial consultants today via the details below.
T: 0333 015 1477
BAPIO Family
PARTNERS
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