South Charlotte Wealth Management has become an appointed representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). The firm was previously an appointed representative of Capital Risk Management Limited.

While this move does not mean any changes in how we provide financial advisory services to clients or how we manage their investment portfolios, by becoming an appointed representative of Quilter we will now have the added benefit of being able to draw on the infrastructure, resources, experience, and expertise of one of the UK’s leading financial services businesses.

New branding

In parallel with this change, we have refreshed South Charlotte Wealth Management’s branding. While wishing to remain true to our traditional values, we wanted to update our corporate identity to reflect our modern practices and outlook. Many thanks to Flock Creative for their excellent work in creating our new branding.

New website address

Our website address has also changed to www.scwm.co.uk to bring it into line with our email addresses.

LinkedIn company page

We have recently been sharing relevant articles by third parties as well as our own content on our LinkedIn company page to help keep clients and contacts up to date with the latest thinking in financial advisory services, retirement planning, investment advice, tax and estate planning, and protection planning.

If you’re on LinkedIn, please follow us.