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Supporting you in every stage of your financial journey
We make financial advice easy
As a trusted source of financial advice, we take a client-centred approach – delivering customised solutions designed to grow and preserve wealth.
With a comprehensive suite of advisory services and a culture that places vital importance on building outstanding client-adviser relationships, we support our clients in every stage of their financial journey.
What makes us different
Our highly qualified advisers are proactive and innovative – applying the latest capital market projections, world-class research and strategic thinking to deliver effective financial planning and wealth management.
As a founding member of Quilter Financial Planning’s national network – voted the UK’s #1 financial advice network* – we leverage the size and scale of this network of trusted advisers to bring our clients exclusive products not found elsewhere in the marketplace.
Through our new family office, we provide seamless coordination across disciplines to meet the diverse and multi-faceted financial and legal requirements of individuals and families.
Commitment to community
Supporting those in need in the local community is central to our ethos. In 2018, we established our Charitable Foundation in loving memory of Betty Pepper – late mother of Group CEO Christian J Pepper – to formalise and advance the ways in which we work with charities.
We’re very proud to support numerous charities through fundraising events, direct support and guidance, as well as in volunteering days taken by our advisers and staff.
Find out more about our Charitable Foundation, here.
*The UK’s Top Adviser as ranked by the Financial Times’ FTAdviser, 2019 & 2020
MEET THE MANAGEMENT TEAM
Providing the best service & ongoing support
GROUP CHIEF EXECUTIVE OFFICER
Christian J Pepper
CHARTERED FINANCIAL ADVISER & DIRECTOR OF CHARITABLE FOUNDATION
FINANCIAL ADVISER &
DIRECTOR OF WEALTH MANAGEMENT
DIRECTOR OF PEOPLE & DEVELOPMENT
& DIRECTOR OF FINANCIAL PLANNING
DIRECTOR OF CLIENT SERVICES
DIRECTOR OF FINANCE
DIRECTOR OF BUSINESS STRATEGY
DIRECTOR OF BUSINESS DEVEOPMENT
“Being at the top of your game in the financial services industry takes more than just recruiting and retaining the best talent... it’s also crucial to maintain the highest standards when it comes to delivering services and creating lasting relationships with our clients.
“We truly live and breathe our values-based approach, and we believe in giving advice, rather than simply selling products. The process of advice and ongoing review, coupled with clear and transparent fees and keeping in touch as per the frequency and means of communication preferred by the client – it’s all part of how we make good on our commitment to excellence.”
Christian J Pepper
#1 Financial Adviser 2019 & 2020
We are a customer-facing component within the larger Quilter Financial Planning network. Quilter works with us as an investment and wealth management provider – together we create, monitor and manage your investments to meet your long-term financial goals.