What We Believe
At AIC Financial we believe that financial planning is about two things: creating wealth and protecting wealth. These two objectives are at the heart of everything we do. And, as a member of Quilter Financial Services, we give you a small-company service but with a large-company set up – the best of both worlds. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Our Client Service Proposition
We offer a wide range of specialist services, including advice on investment, retirement, borrowing, protection and Inheritance Tax planning, including all types of pension schemes and employee benefits. Our focus is on both capital enhancement and capital protection.
We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers that work together to achieve this.
View our Terms of Business for more details. TOB Financial Planning V8.0 July 2019
¹ The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
² Your home may be repossessed if you do not keep up repayments on your mortgage.
Some Documents For You
This is our Client Service Proposition, elaborating what we do, its costs, and how we do it, among others.
View our Client Service Proposition with our latest Terms of Business. TOB (Financial Planning) V8 July 2019
Our Initial Disclosure Document presents key facts about our services and costs, with Quilter Financial Services Limited and Quilter Mortgage Planning Limited as our ideal financial partner.