Quilter offers financial advice on a range of issues in later life, including: financial planning, investments and inheritance.
Getting professional help to plan your financial future in retirement and manage your hard-earned wealth can greatly improve your chances of achieving your retirement goals. Whether you’re looking to grow your savings, or for the right way to pass on your wealth to your loved ones, a Quilter Financial Adviser can help you.
Quilter Financial Advisers is part of Quilter plc. Quilter is a leading UK-focused full-service wealth manager, providing advice-led investment solutions and investment platform services to over 900,000 customers. Your need for financial advice and planning lasts a lifetime, and it’s Quilter’s job to be there for you. They can build an understanding of your needs and support you every step of the way.
As a CSPA member you are entitled to a no-obligation free initial financial consultation with a Quilter Financial Adviser to discuss your situation and find out how financial advice could benefit you. Your adviser will take the time to get to know you, your current financial situation and your goals and can help you to design a plan as individual as you are.
Quilter Financial Advisers look forward to hearing from you.
Evexia Financial Planning Ltd is an independent financial planning firm dedicated to helping individuals make confident, informed decisions about their financial future.
We provide personalised advice to CPSA members across:
Whether you are retired or approaching retirement, looking to make the most of your savings and investments, or concerned about protecting and passing on your wealth, our aim is to provide clear, practical advice tailored to your individual circumstances and goals.
Through our partnership with CPSA, we are pleased to offer members access to professional financial planning support when they need it.
Evexia Financial Planning Ltd is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 1029628. Tax treatment depends on individual circumstances and may be subject to change in the future. Some aspects of tax and estate planning are not regulated by the Financial Conduct Authority. The value of investments and any income from them can fall as well as rise. You may not get back the full amount invested.