We like being a small business and we want it to stay this way and so do our clients. This means we work with a capped number of affluent people and successful businesses. We provide a personalised, meaningful & profitable service to our clients, helping them to grow & protect their assets in a risk managed way. As a prospective client, it is helpful for your planning if you have already attained a certain level of wealth & income. This will ultimately enable you to fund and build-up your tax efficient-diversified portfolio. Where, this really is a prerequisite to achieving your wealth goals.
In order to make the most out of using a Wealth Manager and to meet your long term financial goals, it is helpful if you meet at least one of the following criteria:
– You are a higher / additional rate tax-payer;
– You have over £300k+ of investable assets that you would like serviced by a finance expert (e.g. pensions and investments or cash to invest, etc.);
– You have enough disposable income to utilise your annual tax allowances.
– You have a successful business with substantial company capital to invest
If you would like a personalised wealth management experience from a small firm that works with a capped number of affluent clients then please feel free to reach out. we would be delighted to hear from you.
Making a Complaint
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Newcastle upon Tyne
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning Limited website. https://www.quilterfinancialplanning.co.uk
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
Old Bray Financial
Monkey Island Lane
Contact us to discuss your financial future