Our core values help us consistently focus on what’s important with our business. The objectives of our clients are paramount and delivering positive experiences, supported by our core values, is how we have grown.
We explain every option available and why we believe our recommendations to be the best route forward
We act swiftly to identify opportunities and communicate regularly with our clients
We do what we say we will and carry out our clients’ wishes in a timely manner.
We know that every client is unique and a “one-size fits all” service is not realistic. We carefully analyse our propositions to maximise the wealth of our clients. Costs are always agreed and discussed upfront prior to your instructions.
We chose to be a part of the Quilter Group, a network of more than 3,000 financial advisors throughout the country. Quilter itself is a FTSE 100 company with real financial strength, that offers long-term security for all its customers.
The Plantation Financial Services Experience
We believe in offering holistic, tailored advice which is specific to your set of circumstances. From a wide range of insurance services to pensions and investments, we can help you with an extensive range of services which are selected based on your unique requirements.
Whether we’re protecting your family through insurance policies or creating wealth for your retirement, we’re always here to support you.
The value of investments and pensions can fall as well as rise. You may get back less than you invested.