About Us

About Us

Advance Financial Management is part of Quilter Financial Planning, which currently has more than 3,000 advisers based throughout the UK.

Our prime focus is built around wealth management and customer service ensuring clients are kept fully informed of all matters that are relevant to them.

All of our advisers are highly qualified professionals and able to provide recommendations on everything from buying your own home to retirement and investment planning and a whole range of corporate services.

Because we are part of the Quilter Financial Planning network, no matter how complex your needs may be, your Advance Financial Management adviser can introduce you to specialist consultants who can provide you with the right solution.

At Advance Financial Management we look to build long-term relationships with all our clients, so you will continue to receive ongoing advice based on your financial situation as a whole.

With this emphasis on personal service, it’s no accident that most of our new business comes from clients referring friends and relatives us.