Quilter FA partners with Sodexo's Circles on financial wellbeing

Support service for clients

Sophie King
clock • 1 min read

Quilter Financial Advisers has partnered with workplace wellbeing company Circles to deliver financial wellbeing and advice services.

Through the partnership, Circles, which is part of the French Sodexo group, will give its clients an employee workplace support service to improve productivity, wellbeing and engagement. Quilter FA will deliver financial wellbeing and advice services to clients, including a free initial advice consultation offered on an annual basis. It will also offer access to an online portal with financial education articles. Clients will be able to sign up to events on topics such as pre-retirement redundancy, financial planning, mortgages and equity release. Quilter FA managing director Amand...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Tessa Lee: The invisible cost of poor client data

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

Tessa Lee
clock 23 July 2026 • 4 min read
Dean Proctor: Hopes and fears for the new PM and cabinet

Dean Proctor: Hopes and fears for the new PM and cabinet

Stability, simplicity and the chance to do things differently

Dean Proctor
clock 23 July 2026 • 5 min read
Should spousal maintenance be abolished? A modern perspective

Should spousal maintenance be abolished? A modern perspective

Making the case for abolition and retention

Amy Walpole and Karen Brennan
clock 22 July 2026 • 4 min read