Quilter is currently in the process of obtaining permissions from the Financial Conduct Authority (FCA) to offer targeted support, with Quilter Invest being its branded vehicle for the offering.
In the wealth manager's financial results for 2025, Quilter CEO Steven Levin outlined that Quilter is in the process of obtaining permissions from the regulator to offer the service, which aims to help people make financial decisions without regulated financial advice. The regulator opened the application gate for firms on Monday this week (2 March) "Over time, we expect that targeted support will allow a range of options to be made available to a broader spectrum of UK households that need help with financial planning and will allow this to be provided in a manner that best suits th...
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