Quilter Financial Planning

South Charlotte Wealth Management is part of Quilter Financial Planning, a network of around 3,000 financial advisers looking after their clients’ interests throughout the UK.

Quilter Financial Planning is one of the leading financial advice networks in the UK, with a strong track record of delivering excellent customer solutions. Quilter Financial Planning itself is part of Quilter, a company with significant financial strength, providing long-term security for its customers.

South Charlotte Wealth Management visits the marketplace on clients’ behalf and provides restricted advice. We start by assessing a client’s needs, then provide tailored advice and recommendations. We only offer advice from a panel of leading investment and insurance companies. Our recommendations are made following an analysis of our entire range of products and services. We will be happy to provide you with a list of the companies on the panel at your request.

As you know, the financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, wrappers and platforms is resource-intensive, time-consuming and costly. Having worked with a wide range of clients in all areas of financial planning, it is clear to us at South Charlotte Wealth Management that using a tailored range of handpicked solutions via Quilter Financial Planning provides an effective, cost-efficient way to cater for our clients’ financial needs. Analysis and monitoring are carried out centrally at Quilter Financial Planning to ensure the offer is of the highest quality, and that it remains up to date and appropriate to meet clients’ needs now and in the future. By restricting our comprehensive advice service to a carefully chosen range of products and providers, we are able to reduce the complexity, keep costs manageable, and focus on providing great service.

If we are ever unable to meet any specific need a client might have via our chosen providers, we are still able to search the broader market for an appropriate solution. We believe this approach offers our clients the best of both worlds: a first-class range of providers and products designed to meet most of their needs at a reduced cost, with the capability to look more widely should the need arise.