Quilter Financial Planning

Restricted and independent advice firm with deep platform integration.

Spun out of Old Mutual in 2018 and now FTSE 250 listed, Quilter is one of the UK's largest advice & platform groups. The advice arm operates as a advice firm for both restricted (Quilter Financial Advisers, Quilter Mortgage Planning) and independent (Intrinsic, Lighthouse) members. Vertical integration runs through the Quilter Platform, WealthSelect MPS and Cirilium/Creation funds — but member firms retain the choice to use third-party platforms and propositions.