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Find out more about who we are and how we've started.
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We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?
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Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
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Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
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When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed.
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There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.
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Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.
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Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges interest: the same is true of a mortgage.
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Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
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Calculators
Find our Calculators here.
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My Portfolio

Home / Useful Links / My Portfolio

My Portfolio

Quilter Platform

Monitor your investments on the Quilter platform.

Aegon

Monitor your investments on the Aegon platform.

Quilter Financial Planning Client Portal

Monitor your investments on the Quilter Financial Planning Client Portal platform.

Rathbones

Monitor your investments on the Rathbones platform.

Cashcalc

Monitor your investments on the Cashcalc platform.

Quilter Cheviot

Monitor your investments on the Quilter Cheviot platform.

Flagstone

Monitor your investments on the Flagstone platform.

National Savings &amp;amp;amp;amp;amp;amp;amp; Investments

Monitor your investments on the National Savings &amp;amp;amp; Investments platform.

Registered office address: Linden House Chapel Street, Haconby, Bourne, Lincolnshire, PE10 0UL.

Registered in England and Wales under reference 08705095

HFB Financial Planning is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 18/11/2024.