If we are to build a long-lasting and trusted relationship together, you need to have faith in our advice and feel secure about us as a company.
Old Mutual Wealth Private Client Advisers is dedicated to meeting the needs of affluent and high net worth clients. We are part of Intrinsic, the largest financial advice network in the UK, which in turn is part of Quilter, a leader in wealth management in the UK and selected offshore markets, providing advice-led investment solutions and investment platforms. Quilter plc oversees £111.6 billion in customer investments (as at 31 March 2018).
We believe that the advisers and support staff we employ are the best in the business. And to ensure that they continue to give you the exceptional service you expect, we invest not only in technology, but in continuous professional development for our advisers, paraplanners and support staff.
As responsible employers, we also work closely with the Financial Adviser School, to ensure that the next generation of financial advisers is equally well-educated and qualified to the highest level.
Our client charter
We are so confident in what we do and the quality of our advisers that we’ve set out our commitment in what we call our Client Charter.
At all times in our relationship with you, we would like you to feel that:
- you trust us
- you feel looked after
- you feel that we’ve improved your financial wellbeing
- you’re satisfied that we kept our promises to you
- there were no surprises
- the things that are important to you are understood
By keeping these promises we will help you achieve prosperity, security and peace of mind.
Please call us on +44(0)1244 893 871 or send an email to firstname.lastname@example.org and we’ll put you in touch with an adviser to suit your needs.