Quilter gets FCA green light to offer targeted support

Granted yesterday

Isabel Baxter
clock • 2 min read

Quilter has received permission from the Financial Conduct Authority (FCA) to deliver targeted support.

Granted yesterday (7 April), the wealth manager said that it is developing its targeted support offering via its investment platform Quilter Invest. Quilter Invest provides advisers with a proposition for clients who may not be ready for holistic financial advice, the firm set out. Quilter CEO Steven Levin said targeted support has the potential to "shift the dial" for consumers who sit outside the reach of full advice. He said: "We are pleased to have received the necessary permissions to offer this service, and now look forward to developing our offering to ensure people are not ...

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