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

Cohabitation consultation to provide 'improvement not parity'

Cohabitation consultation to provide 'improvement not parity'

Clear framework could help advisers

Sophia Panayi
clock 08 June 2026 • 5 min read
FCA obtains £425,000 confiscation order in Ponzi fraud case

FCA obtains £425,000 confiscation order in Ponzi fraud case

Confiscation order against convicted fraudster Daniel Pugh

Sophia Panayi
clock 08 June 2026 • 1 min read
Feel Good Friday: Royal London opens applications for £10,000 women and girls' rugby grant

Feel Good Friday: Royal London opens applications for £10,000 women and girls' rugby grant

Third year of annual Championing Women and Girls’ Grassroots Rugby Award

Professional Adviser
clock 05 June 2026 • 1 min read