FAQS

Have a question?

Find answers to some of the questions asked most frequently by our clients

The value of pensions & investments and the income they produce can fall as well as rise.
You may get back less than you invested.
Inheritance tax Planning is not regulated by the Financial Conduct Authority.

  • Which lenders do you use?

    We are representative of the whole of market. So we can use any lender that will deal with mortgage brokers. If a lender has direct only deals we are unable to provide these, but we may have exclusive deal via the Quilter Financial Planning network or can find a more suitable rate elsewhere.