Sundeep Sindhu At Quilter Financial Advisers

Whether you’re preparing for retirement, investing for the future, passing on wealth, or managing tax, I’m here to help you navigate the ever-changing, often complex financial landscape to secure your financial future.

Discovery Session - No Fee

Our first meeting allows us the opportunity to discuss your objectives, for us to explain our services and to identify if you are likely to receive significant value from the financial planning process. 

Neither party is obligated to proceed beyond this stage and is at our expense.

Our Initial Fee

I charge a fixed fee, agreed with you after the Discovery session. This is based on the complexity of your situation and the time required to plan, advise and implement any recommendations.

Our Ongoing Service

Should you require an ongoing service, we will agree together what this looks like in order to support you towards achieving your financial objectives. We charge a fee for this service. 

This is an optional service which can be cancelled at any time without penalty.

Our terms of business, outlining our proposition, costs and charges will be explained in our first meeting before we gain your agreement to proceed.