Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband. 

Wealth manager and Financial Planner Quilter has added a client communications guide to its Consumer Duty support for advisers.

Quilter’s high net worth Financial Planning arm Quilter Private Client Advisers and discretionary investment arm Quilter Cheviot have signed an affinity partnership with non-executive body Virtualnonexecs.com

Advised platform net flows plunged 38% to £2.8bn in the second quarter of 2023.