Home Farm, Itton
Chepstow
Monmouthshire
NP16 6BS
This is not the head office for Quilter Financial Planning Solutions Limited. To view our head office, click here
Quilter Financial Planning Solutions Limited
Financial Adviser based in Chepstow
About
We believe that getting professional financial advice is one of the best ways for individuals to look after themselves, their families and their futures.
Our role as financial advisers is to help you to meet your financial goals, ensuring that the advice we give you is tailored specifically for your needs. We’ll work with you to understand your current position, and then to create short, medium and long-term strategies to protect and grow your money.
Our aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, both now and in the future. Quite simply, we want to make sure you have the greatest amount of wealth available to you, when you need it most.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.