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

Culture is the most effective risk tool wealth managers are missing out on

Culture is the most effective risk tool wealth managers are missing out on

'Understanding a firm's culture is understanding its risk profile'

Bev Shah
clock 09 January 2026 • 5 min read
FCA sets October 2027 date for implementation of cryptoasset rules

FCA sets October 2027 date for implementation of cryptoasset rules

Issues further guidance

Michael Nelson
clock 09 January 2026 • 1 min read
WH Ireland shareholders back Team takeover in key vote

WH Ireland shareholders back Team takeover in key vote

FCA clearance still required

Sahar Nazir
clock 09 January 2026 • 3 min read