Quilter Financial Advisors

Description

Financial Planning Consultant – Quilter Financial Advisers

Professional Overview

I am a Financial Planning Consultant at Quilter Financial Advisers, providing financial advice across mortgages, protection, pensions, investments, and equity release. I hold LIBF qualifications: DipFA (Diploma in Financial Planning), CeRER (Certificate in Regulated Equity Release), and CeMAP (Certificate in Mortgage Advice and Practice).

Areas of Professional Practice

I provide financial planning advice across the following areas:

Mortgages & Property Finance

• Residential mortgages (first-time buyers, remortgages, portfolio)


• Self-employed mortgage advice


• Adverse credit/complex circumstances


• Specialist lending arrangements


• Mortgage protection insurance

Equity Release

• Regulated equity release planning

• Lifetime mortgages

• Retirement planning via home equity access

Protection & Insurance

• Life insurance (term assurance, whole-of-life)


• Critical illness cover


• Income protection


• Mortgage protection products

Pensions & Retirement

• Personal pension arrangements


• Workplace pension guidance


• Pension review and consolidation


• Retirement income planning

Investments & Savings

• Individual Savings Accounts (ISAs) – stocks & shares


• Investment funds and unit trusts


• Bonds and fixed income


• Pension investment strategy

How Martin Works

My approach involves:

1. Detailed Fact-Finding: Establishing a comprehensive understanding of your circumstances, objectives, and financial situation


2. Analysis & Research: Reviewing available products and providers to identify options appropriate to your circumstances


3. Recommendation & Advice: Providing personal recommendations based on suitability to your needs


4. Implementation: Arranging and implementing recommendations through appropriate providers


5. Review: Conducting regular reviews to ensure ongoing suitability

Find out more :https://www.quilter.com/financial-advice/adviser-directory/martin-everson/

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