Advisers

THE INFORMATION IN THIS SECTION IS FOR FINANCIAL ADVISERS ONLY

WHY JOIN FREE RANGE WHICH IS PART OF THE QUILTER FINANCIAL PLANNING NETWORK?

Around 3,000 advisers have chosen Quilter Financial Planning as the place to be to develop and grow their businesses.  Why? Because Quilter Financial Planning is part of Quilter PLC who has the size, the financial strength, and people with the knowledge and expertise to help advisers achieve.

If you choose to join Quilter Financial Planning via Free Range Financial Services Limited, they won’t try to shoe-horn you into a predetermined business structure.  Quilter Financial Planning is committed to providing appropriate choice for customers and supporting advisers in every market.  So, whether your firm is restricted, independent, or both, Quilter Financial Planning offer you the choice to structure your business as you see fit.  Whatever markets you operate in, Quilter Financial Planning 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, Quilter gives your business scope. And help keep your business moving through their relationship support teams and training programmes.

 SUPPORT

Quilter’s reputation for support and development is an enviable one.  Whether it’s in the field, on the phone, or online they give you all the help you need to move your business forward.

Quilter offers one of the most comprehensive support and development package in the industry.  Your success is their success so when you join the Quilter Financial Planning network you can expect the highest levels of support, whoever you’re dealing with.

DEVELOPMENT

Whatever market you operate in, and wherever you want to take your business in the future, Quilter Financial Planning has the development tools and training events to help you.  The Quilter events programme is one of 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 Financial Planning 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 Financial Planning 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 – The Quilter Financial Planning extranet is the central hub for all our adviser communications. It’s easy to use and provides access to all our resources. To complement the Quilter Financial Planning 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– Quilter Financial Planning’s 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