THE INFORMATION IN THIS SECTION IS FOR FINANCIAL ADVISERS ONLY
WHY JOIN FREE RANGE WHICH IS PART OF QUILTER FINANCIAL PLANNING LIMITED?
More than 3,900 advisers have chosen Quilter as the place to be to develop and grow their businesses. Why? Because Quilter has the size, the financial strength, and people with the knowledge and expertise to help advisers achieve.
If you choose to join Quilter via us we won’t try to shoe-horn you into a predetermined business structure. We are committed to providing appropriate choice for customers and supporting advisers in every market. So whether your firm is restricted, independent, or both, we offer you the choice to structure your business as you see fit. Whatever markets you operate in, Quilter Financial Planning Limited gives you the flexibility to run your business the way you want to run it.
Quilter offers you:
- Stability – through strong financial backing, expert leadership and profitable business
- Security – with a comprehensive and constructive compliance regime and safe sales process backed by the right technology, we inform and train you on what’s required so you can run your business safely and profitably
- Flexibility – with a range of distribution channels all on a single IT platform, we give your business scope. And help keep your business moving through our relationship support teams and training programmes.
Quilter’s reputation for support and development is an enviable one. Whether it’s in the field, on the phone, or online we give you all the help you need to move your business forward.
We offer the most comprehensive support and development package in the industry and we’ve more than doubled our investment to make sure it stays that way. Your success is our success so when you join Quilter you can expect the highest levels of support, whoever you’re dealing with.
Whatever market you operate in, and wherever you want to take your business in the future, Quilter Financial Planning Limited has the development tools and training events to help you. The Quilter events programme is the most comprehensive in our industry and a unique part of the support Quilter provide.
Academies & Masterclasses
The Quilter academy programme is more than a selection of stand-alone workshops. It’s a comprehensive development programme that will help you develop your skills and knowledge of specific markets including:
In addition, Quilter run a series of specialist Masterclasses and Workshops that are designed to offer further insight and explore the opportunities presented by changes to legislation or other developments within the advice market.
Marketing your business
Once you’ve taken advantage of Quilter’s business development support it’s time to put what you’ve learnt into practice and promote your business. The Quilter Marketing Hub is a ‘one-stop-shop’ for all your marketing needs.
Exclusive to Quilter members the site is designed to make it easy for you to promote your business to customers. You’ll find examples of ready-to-use marketing literature including brochures, factsheets, advertisements, customer newsletters, compliance approved campaign letters and online services such as websites and e-shots. In addition many of the brochures can be firm branded.
Technology That Makes Your Life Easier
Technology must help not hinder. When you join Quilter you get immediate access to a technology solution that makes it easy to do business and gives you exceptional service and flexibility so you can run your business in the best way for you and your customers.
Extranet – Our extranet is the central hub for all our adviser communications. It’s easy to use and provides access to all our resources. To complement this our communications team provide regular email newsletters designed to keep you informed of the latest developments. Each newsletter can be tailored to your preferences so you only receive the news you want.
XPlan and XPM– Our bespoke point-of-sale and back-office technology platforms for wealth (XPlan) and mortgage advisers (XPM). Developed specifically for Quilter Financial Services and Quilter Mortgage Planning: they help you get to know your clients better, do more business, stay compliant and improve your efficiency.
Both systems are fully integrated with our sales processes and provide you with everything you need such as online factfinding, risk profiling, suitability report, integrated mortgage and protection sourcing and portfolio valuations.
Worksmart – integrating with other Quilter systems, Worksmart gives you access to specific actions e.g. Your annual Fit and Proper report.
Your Learning Academy -This online tool supports your personal professional development by providing a wealth of learning material. The system’s integrated platform logs and maintains all learning undertaken for your own personal continuing professional development (CPD) record.
Commpay – this comprehensive reporting system integrated within XPLAN helps you to understand the financial position of your business and provides a panoply of services.
Client Portal – To ensure your clients always have access to their latest financial information we provide access to an online client portal.
Dynamic Planner – The latest plug-in that takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use,
Quilter: Our partner and Your Partner
A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Free Range Financial Services Limited is an Appointed Representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Free Range Financial Services Limited: Registered in England & Wales, No. 07002930. Registered Address: Collinwood 55 Ratten Lane, Hutton, Preston, Lancashire, England, PR4 5TE