Paul Burnell Financial Adviser At Quilter Financial Advisers

Quilter Financial Advisers are a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.

I am a self-employed Financial Adviser based on the Hampshire / Wiltshire border with the national firm Quilter Financial Advisers. I can provide advice on Pensions, Investments, Mortgages, Insurances, Wills and Inheritance Tax Planning.

I offer a FREE initial no obligation consultation to discuss your needs and objectives. If you wish to proceed after the initial meeting then we can discuss the options for how to pay for my services either through direct payment or via product facilitated charges.

What Our Service Provides:

For total peace of mind Quilter Financial Advisers all share and adhere to our company standards training and compliance requirements and our client promise.

Mortgage customers

Mortgages can be tricky to arrange and can involve a lot of paperwork. I am an expert in researching and arranging mortgages for all sorts of people. With access to the whole of the market, and unique deals available from time to time, I always aim to provide the best deal for all my clients, regardless of their circumstances.
Your home may be repossessed if you do not keep up repayments on your mortgage.

Protection

My aim is to help you establish the most suitable level of insurance protection and help you protect those who depend upon you against the most serious risks that you face, specifically to your life and your health.
There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www. moneyadviceservice.org. uk.

Life Insurance

Critical Illness Insurance
Income Protection Insurance
Mortgage Payment Protection Insurance
Permanent Disability Benefit Insurance
Death Benefit Insurance
There are other providers of Payment Protection Insurance and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www. moneyadviceservice.org. uk.

Financial Planning

A personal approach, I do not operate a one-size-fits-all approach, I will help you plan your pension with you and your own aims in mind. I recognise that everyone’s situation is different and take this into account in helping you to get underway. As an overview, there are just three steps to get up and running. I will get to know you and your financial situation. I will report, discuss and guide you on your options. I will take care of the paperwork and process to get your pension and Investments started.

Holistic financial planning-

Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments-
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions-

Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Estate Planning

Estate planning (also known as Inheritance Tax Planning) can be defined as passing your estate to your loved ones in the most effective way. Even if you consider yourself to be of fairly moderate wealth, you may still need to consider taking action – particularly if you own property or have savings. Effective estate planning will also consider access to and protection of your assets, provision for vulnerable or minor beneficiaries, and more.

Estate planning is not regulated by the Financial Conduct Authority.

Will Writing

Will Writing and Lasting Power of Attorney are not part of the Quilter Financial Adviser offering and is offered in our own right. Quilter Financial Advisers accept no responsibility for these aspects of our business. Will Writing, Lasting Power of Attorney and Estate Planning are not regulated by the Financial Conduct Authority.

If you would like any advice in any of these areas please get in touch