Quilter Financial Planning is simplifying its business structure. Over time, we have grown and changed, which means our business structure has become more complex. As a result, we're consolidating our legal entities so that all the financial advice firms will be connected to a single entity within Quilter, called Quilter Financial Services.
You don't need to do anything. The changes to our legal structure won't impact the security of your finances or the products or services you currently hold. You continue to enjoy the same levels of consumer protection that you did before, and Quilter Financial Services continues to be regulated by the Financial Conduct Authority.
By making our business structure simpler, we can:
You don't need to do anything. This is a change happening between Quilter Financial Planning and your financial adviser
The only change you will see will be to the documents you receive from your adviser, for example, in the legal footnotes. This will now include the name ‘Quilter Financial Services’, which appears where you might have seen a different Quilter company name before. Your adviser will keep you informed if there's anything specific you need to be aware of. They will also inform you when they have moved to the Quilter Financial Services legal entity when they meet with you in the future.
