Commercial Loans:
If you wish to invest in commercial property then we can pass you to a specialist broker in this field.
Commercial mortgages are not regulated by the Financial Conduct Authority.
Equity Release Mortgages:
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
If you need advice on any of these we can refer you to one of our contacts who would be more than happy to assist you or your family.
Medical Insurance:
We can put you in touch with a supplier of private medical insurance to provide plans to cover you or your family for medical bills.
Wills:
We can put you in touch with a specialist to make your will; this would ensure that no aspect of your finances is left to chance.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
Will Writing is not regulated by the Financial Conduct Authority.
Investments and Pensions:
You will have other financial needs [surrounding] bonds, investments. ISA’s and Pensions and again we have access to reputable advisers who specialise in these plans.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
We do not offer advice on secured loans, second charge mortgages, bridging finance or development loans but can refer you to a master broker if required.
SOME BRIDGING LOANS & DEVELOPMENT LOANS ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
SECOND CHARGE MORTGAGES AND SECURED LOANS ARE BY REFERRAL ONLY.
