Quilter Group’s financial planning arm Quilter Financial Advisers has ramped up its telephone-based service, designed to provide greater access to clients who would not normally receive financial advice, amid the global pandemic.
The initiative, which focuses on customers with less than £50,000 to invest and who have been unable to access face-to-face advice, was launched earlier this year and has been accelerated in recent weeks. The service has five advisers, with plans to recruit two more, and caters to 2,000 clients with an average of £25,000 of advisable assets each. It offers a complete financial planning service, including advice on mortgages, protection, investment and pensions. Quilter's national advice business managing director Darren Sharkey said fast-tracking the telephone advice service was a pa...
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