Quilter launches targeted support offering
Wealth manager Quilter has launched a new targeted support offering, available through its Quilter Invest arm, which is designed to support clients through earlier stages of their investment journey.
It now offers a practical and proportionate route to investing through targeted support, while keeping the door open for full advice through Quilter in the future.
Quilter said customers are guided through a short, attitudinal-based assessment that considers their investment attitudes, alongside questions that assess their capacity for loss and approach to risk.
The outcomes are used to determine whether investing is right for the customer, before placing them within a relevant segment and guiding them towards an appropriate investment option.
Steven Levin, CEO of Quilter, said: “We believe in providing the right support at the right time to help people achieve brighter financial futures.
“Targeted support provides a simple way to get started, reaching people who have historically fallen outside the advice framework and offering proportionate help at the point of decision-making.
“It can also act as a pathway to advise over time, enabling customers to build confidence now and move into fuller financial planning as their needs evolve.”
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