Why Choose Us Experience of Dealing with Contractors
As a member of CMME Group Ltd, comprising of several companies focused on providing mortgage, protection and wealth advice to professionals in the contracting community, we understand that as a contractor, your financial affairs can often be complex.
From a wealth planning and investment perspective, we understand the considerations that should be taken into account before committing to a long term strategy and appreciate that your working arrangements can change at short notice.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of investments can fall as well as rise. You may get back less than you invested
A Qualified Team
Headed by Angela James, Associate Director of Contractor Wealth, who has over 10 years of experience in the finance industry, the Contractor Wealth team comprises of skilled Financial Planners, Para Planners (who support them), and Administration staff.
All of our advisers have attained a Level 4 Diploma in Financial Planning in order to be qualified to provide financial advice and must maintain a certain level of continued professional development on an annual basis.
In addition, our Para Planners (who carry out research and report writing) are either as qualified as our Financial Planners or are working towards achieving the same level of education.
We are constantly striving to pro-actively improve our own development and invest in the careers of our staff by offering sponsorship towards achieving their professional goals.
A Robust Remote Based Advice Process
As mentioned, we mainly manage our client relationships via telephone, email and postal based contact. We have established a thorough advice process around this concept, all of which can be fulfilled at dates and times at your convenience. The process comprises of defined stages which take the form of telephone meetings, after which we issue you with any relevant documentation by email or post.
We believe that the current process, which has evolved over time with the help of valuable client feedback, provides the most efficient method possible to get to know our clients and help you on the way to achieving your financial goals.
The financial services industry is an ever changing entity and as such, we are constantly optimising our methodology and welcome all feedback to assist us in this.
Ongoing Service and Assistance
We have the support of a team of skilled administration staff who liaise with clients and product providers, and help to manage the adviser diaries, collate and manage documentation and assist with applications. They are also on hand to provide you with a professional support service and can be contacted by telephone or email.
The Security of Being a Member of a Network
We offer a ‘restricted’ advice service and are an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are part of Quilter Financial Services Limited, a well-established and financially strong financial planning network. They work closely with over 3000 member firms across the UK to provide investment research and compliance services.
As an affiliate of such an organisation, we can focus more of our time on assisting our clients. Another of the many benefits of being a member firm of such an organisation is that they have the influence to negotiate exclusive lower charges for some products, which ultimately benefit our clients. Further information is available at www.quilterfinancialplanning.co.uk.