Quilter Group, our national financial planning network, jumps up the rankings from sixth to first…
WE HAVE quite the spring in our step this month after claiming the top spot in FTAdviser’s Top 100 Financial Advisers 2019 rankings.
Presented to our national financial planning network Quilter Group at an event held at the Financial Times building in London, the award was likewise cause for celebration here at The Financial Options Group. We’re very proud to be part of Quilter Financial Planning (formerly Intrinsic), as a founding member of its national network of trusted financial advisers since 2007.
Following a recent period of remarkable growth within the Quilter Group, the FTAdviser win underscores the outstanding service and benefits available to the company’s more than 900,000 customers, as Quilter leverages its progress over the past 18 months to provide great value for its clients, driving down the costs of its chosen providers and negotiating exclusive products that cannot be found anywhere else.
Christian Pepper, Financial Options Group CEO, said: “We’re over the moon to join Quilter in celebrating this achievement. We strive to deliver personalised financial advice and solutions at a higher standard than you’ll find in any other financial advice firm, and this award is testament to the quality and value provided to our clients. It also shows that these are central to the offering across our wider financial planning network.
“We’re looking forward to continuing our partnership with Quilter Financial Planning, working with them to further streamline our offering as we provide the very best value and highest quality financial planning advice on behalf of our clients.”
Based in Bury, Greater Manchester, The Financial Options Group is 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.
Ongoing professional development is a key value both here at our firm and across Quilter Group, which is demonstrated by our continued involvement in the Quilter Financial Adviser School (FAS). Last autumn, three Financial Options Group staff members received FAS diplomas and their Certificate in Mortgage Advice and Practice, while two more members of our team are currently enrolled in its challenging programme. You can read more about our training and professional development work here.
The FTAdviser win and the recent growth among the Quilter Group and The Financial Options Group companies suggest a bright and positive forecast for the coming year. In 2020, we will continue to focus on the skills and professional development of our advisers while collaborating with Quilter to improve our technological proposition and build further efficiencies into the business which will allow our advisers more time to focus on delivering personalised service to clients.
To speak to a professional adviser about your personal or corporate financial outlook, call 0161 764 9944 or email info@financialopts.co.uk
You can also read the full story on FTAdviser here: https://www.ftadviser.com/your-industry/2019/11/07/quilter-is-the-top-financial-adviser/