Why Southcote Financial?


We are proud to be part of one of the largest networks of advisors in the UK, Quilter Financial Planning. We actively chose to join Quilter Financial Planning when we simply could have chosen others or become a directly authorised firm.  Quilter Financial Planning is part of Quilter plc and is established as one of the leading distributors of financial services in the UK, with a strong track record of delivering great customer solutions and outcomes. Quilter Financial Planning have over 3000 advisors that have joined their network.

Quilter Financial Planning are committed to great service, great outcomes and great financial advice which is why we joined them as they and we truly believe that the customer should be at the heart of financial services. Quilter plc are leading providers of advice, investments and wealth management both in the UK and internationally, managing £95.3bn of investments (as at 31 March 2020).

We subscribe and abide by a number of laws, regulations and legislation for your protection, confidentiality and security these include;

  • The Financial Conduct Authority (FCA)
  • The Financial Services Compensation Scheme (FSCS) – For Security
  • The Data Protection Act – Confidentiality
  • The Financial Ombudsman Service – Complaints
  • The Law – all agreements are in accordance with the law in England and Wales
  • Treating customers fairly – We treat you as we ourselves would want to be treated

We are also a member of the Government’s Money Advice Service Retirement Directory.

Value of advice

As an example of the value of advice, research* shows that the average UK Income in retirement is £18,000 per annum. However, the average for those who set goals working with a financial advisor is £24,175. Put another way, by not working with a financial advisor, a client can potentially lose out on an extra 41% or as much as £147,147 over the course of a 21 -year retirement

Source* Retirement Income Uncovered – The New Normal 2016