Welcome to AIC Financial Ltd

We provide a full financial planning service to both the commercial and domestic markets.



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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

Our Services


Safety is number one priority and we can provide a safety net to protect you, your family and your business
See our Business Protections
View our Personal Protections


At AIC Financial you will have access to our detailed Attitude to Risk Profiling.
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At whatever age you plan to stop working, you will want to ensure you have enough money to go with your new-found freedom.
Read more


We believe that people do not want to be sold a mortgage, they want to talk about a mortgage. It’s all about relationships.
Learn more

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

Official Newsletters & Budgetary Updates

Here at AIC Financial we periodically post official newsletters and budgetary updates of the time, which can be viewed here at our blog.
Visit our blog

Terms of Business & Client Service Proposition

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.

Customer Charter

Our customer charter sets the standards for our company in relation to customer service, so we work with these standards to assure you the best customer service possible.
View our Customer Charter here

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