Investment Advice

Truth. Simplicity. Transparency.

Investment Advice
Investment Advice

There are lots of different ways to invest with us. We will work with you to understand what you are saving for, how much is required, and by when.

We are able to offer you investment advice & wealth management solutions, including ethical investment options, at every stage of your wealth cycle – as your family, life and financial situations evolve.

We will always seek to recommend the products which are most suitable for your needs and can adapt to changes in the future – whether they are planned or not.

You may wish to entrust the entire investment advice & wealth management process to us, or, if you wish to make the investment decisions yourself, use our services and expertise to help you in your choices.

Take a look at our video below to find out more about how to optimise returns on your pension plan.

Our Services & Expertise

Ethical Investments

With a focus on sustainable and ethical investment, our system is based around companies that Quilter Financial Planning have pinpointed around the globe, which help to provide solutions to environmental and economical issues.

All of this is key towards achieving a cleaner economy with a higher rate of efficiency and helping support a growing economy within a reduced carbon-based environment.

This strategy boasts a large array of ethical investments which helps us to pinpoint environmental and socially responsible funds, which are related to your own specific values.

It is focused on three key values:

FOCUS – on organisations which provide positive environmental/social impacts

EXCLUDE – Specific organisations funds or practices

ANALYSES – Specific social, environmental and governance

We understand that it is a personal choice to select a specific investment, which aligns with your personal ethics and opinions.

Historical performance of certain investments shouldn’t be viewed as an assurance of future performance.

Investments have the potential to rise as well and fall, so there is a possibility you may get back less than you invested.

Book a free initial call

An ISA is not an investment in itself, but a ‘wrapper’ that shields you from paying income tax or capital gains tax on the investment or deposit.

An individual can contribute up to £20,000pa into an ISA now called a NISA, the amount contributed can be a mixture of Cash or Stocks & Shares with no restrictions to the overall weighting. So you can have £20,000 in cash or £20,000 in stocks and shares or any combination of the two to suit your needs.

You are able to transfer existing ISAs to other providers without affecting your ISA investment limits.

Lifetime Individual Savings Accounts (LISAs) are designed to help young people to save flexibly for the long term throughout their lives.

These work in conjunction with existing ISA products and be simple for savers to us.

People under 40 can open a LISA and contribute up to £4000 per year.

The Government will then provide a 25% bonus on these contributions at the end of the tax year.

Tax treatment varies according to individual circumstances and is subject to change.

Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.

Stocks and Shares ISAs invest in Corporate bonds; stocks and shares and other assets that fluctuate in value.

We can complete a full analysis of your ISA funds. The outcome of this review is to strike the right balance between making it easy to manage and keep track of your ISA(s) while keeping the costs under control. It will also help you to consider whether you could benefit from improved charges, from access to more appropriate investment strategies and if it would simplify your administration.

The tax advantages of ISA’s are that they shield you from paying income tax or capital gains tax on the investment or deposit.

Sometimes referred to as insurance bonds, investment bonds are single-premium (i.e. lump sum rather than regular) savings contracts issued by life insurance companies. They offer you a simple and, if used correctly, potentially tax-efficient investment that can help you maximise your income.
These funds can mix different types of investment strategies such as income and growth, and small capitalised and or large capitalised businesses.

A type of company or fund in the UK that is structured to invest in other companies with the ability to adjust constantly its investment criteria and fund size. These are open ended, which means that they can adjust the amount of shares in the fund by either issuing or eliminating shares. When shares are issued, the fund receives money and invests it. When eliminating shares, the fund pays out money from the fund.

A wrap account can bring together all of your investments – including shares, bonds, cash, investment trusts, unit trusts and pensions – under one roof. They can also bring together the various tax wrappers such as ISA’s, and self-invested personal pensions (Sipps).

Wraps (wrap accounts) also allow investors to buy the funds of investment managers across the whole market. This means that, provided you choose a wrap that offers a personal pension, you can mix and match anything you like within that personal pension (subject to pension investment rules) rather than being limited to traditional pension products.


Please get in touch with us to discuss your wealth management requirements.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

What makes us different?

Start your journey to a better financial future

You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax, wills and tax efficient investments. The first meeting is at our expense and without any obligation

You can contact us via telephone, email, or use the contact form below:

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