Financial Planning Services

Advance Financial Management 

Our services
Our Service

Our Financial Planning Service has a combined experience of over 100 years, we have built up a unique insight into the financial lives of our Clients both as individuals and businesses. That is why we are well placed to deliver a comprehensive, impartial and professional financial planning service, to bring all the pieces of your individual financial life together.

Advance Financial Management is part of Quilter Financial Planning Network which currently has more than 3,500 advisers based throughout the UK.

Your Needs and Goals

Advance Financial Management delivers integrated advice tailored to you, your needs, and your goals. The team will take time to look at all aspects of your personal and financial situation. This is so they can understand where you are now and where you want to be in the future.

Through our experience and knowledge, we will look at ways to help you get where you want to go, basing our financial advice on in-depth analysis of your needs. No two people are the same, so you can be sure that our recommendations will be unique to you.

No matter how complex your requirements may be, Advance Financial Management can introduce you to specialist consultants.  They can provide you with the right solution. We work with the best products and providers available, from both household names and specialists in niche areas. Our services include:

Buying a home

We have access to mortgage products from more than 80 lenders, and exclusive deals through our network Quilter Financial Planning Limited that you won’t find on the high street. We will identify the right deal for your needs and see you through the whole purchase process.

Estate and trust planning. — we will work with you to identify solutions, including trusts and whole of life insurance policies, to protect family assets and avoid significant tax bills in the future.

Estate and trust planning is not regulated by the Financial Conduct Authority.

Protection against risk. —planning when you’re thinking about your finances, you need to consider how best to protect yourself and your family against the most serious risks that you face. We will help you decide on the right level of insurance and the appropriate types of cover.

Retirement planning. — we have access to wide-ranging retirement products from some of the best providers available, basing our recommendations on our knowledge of you and your attitude to risk.

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

Savings and investments. — we will help you to create an investment strategy, tailored to your attitude to risk.  This will assist you in achieving your goals, both short-term and further into the future.

The value of the investments and the income they produce can go down as well as up and you may not get back as much as you put in.

For further details on our Advance Financial Management services. Please contact them on 01438 230030 or 01462 812813 or email

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 Riverside House The Waterfront Newcastle upon Tyne NE15 8NY Email: Tel: 0191 241 0700 You can find more information by visiting the Quilter Financial Planning website: If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (