Wealth Management
Building, managing and growing your portfolio
We provide tailored wealth management offering solutions for short to mid-term specific goals, or longer term investments and pension planning. Our approach to investment advice is always based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money.
Wealth management using modern, proven and up to date investment solutions
Our experienced advisers can support you whether you want to save short-term for your dream holiday, or grow your wealth over the longer-term for a retirement income, or legacy to pass on to future generations.
Tax allowance and tax efficient investments
We don’t provide personal tax advice, but we will consider your tax position, making sure you use all your tax allowance entitlements and any appropriate tax relief. We can provide tax-efficient wrappers for your investments, such as Offshore Bonds, EISs (Enterprise Investment Schemes)** and VCTs (Venture Capital Trusts)**.
Investments
Picking the right investment solutions can be complicated, but our advisers will support you throughout the process.
We can introduce you to UK and worldwide investment opportunities. Wherever you decide to invest, you can be sure your money will be in professional hands.
Responsible Investment
This is an area of growing importance to many as we recognise the effect that investment activities have on society and the environment.
Our advisers take time to understand your concerns and the importance of responsible investment to you.
Insights Blog
Stay up to date on the latest updates, insights and timely reminders from Quilter Financial Planning, as well as investment thinking and updates from Quilter Cheviot and Quilter Investors.
Protecting your investments
Our award winning network, Quilter Financial Planning, take full time responsibility for your investments so that you are not taking too much investment risk as markets and values change and you do not miss out on investment opportunities as they arise. The Quilter Financial Planning investment research and governance process continually monitor and manage all investments, looking after your wealth, no matter how uncertain things become.
Talk to us
A no-obligation initial discussion is always at our expense*
Call our friendly support team on 0141 729 8500
* Any work you ask us to carry out as a result of this meeting will be fee based.
** These types of investments are only suited to a limited number of people. The availability of some investments does vary throughout the year.
Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS) invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
Tax treatment varies according to individual circumstances and is subject to change.
