Bringing you live news and features since 2006 

Quilter advice business establishes telephone based service 


Quilter Financial Advisers (QFA) has established a telephone-based service focused on increasing access to professional financial planning services.The initiative will offer advice to customers who may not otherwise be able to access to financial advice and is a key step in Quilter’s aim of increasing the accessibility of professional financial advice across the UK.

The telephone-based team delivers a full financial planning service including advice on mortgages, protection, investment and pensions. It means that clients who need advice but do not want, or do not require, face to face advice can get the help they need.
Launched earlier this year, the telephone financial planning service is now fully operational with five advisers and plans to expand shortly with the recruitment of two more. The team has six support staff, made up of paraplanners, admin backup and appointment makers.
Although a relatively new operation, this team already has around 2,000 clients, with average customer assets of around GBP25,000.
The business will focus on customers who prefer a telephone based service rather than face to face, or with less than GBP50,000 in investible assets who have been unable to access face to face advice.
QFA is focused on providing financial planning services to middle income households across the UK. It was created in 2019 which includes the former Charles Derby business and Lighthouse Financial Advice as well as Lighthouse Mortgage and Protection.
Darren Sharkey, managing director Quilter’s national advice business, says: “We know there are millions of people in the UK that would benefit from having financial advice. And this is not just in terms of pounds and pence, which is obviously important. This is about that feeling of financially security and wellbeing. Something that is priceless, particularly in the current climate.
“However, not everyone is able to access face to face advice, perhaps because of where they live, or feels comfortable with the intimacy of a face to face conversation in their home.
“We also know that many advisers are approaching capacity and there is considerably more demand for advice than there are advisers. One of Quilter’s primary goals is to make advice more accessible and with this telephone-based team QFA will have the capacity to help more households receive the advice they need.”

Latest News

Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..
First Trust has announced the launch of the First Trust Vest U.S. Equity Moderate Buffer UCITS ETF – February GFEB..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by