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Who we are

The Financial Adviser School is part of Quilter; the new name for the Old Mutual Wealth group. It is a leading provider of advice, investments and wealth management both in the UK and internationally. For more information about Quilter, please follow this link.

We are longstanding supporters of financial advice, as we believe people who take advice are more likely to reach their financial goals.The school operates on a not-for-profit basis. In other words, the fees we receive are reinvested to help enhance the development of the school including the programmes we offer. Quilter's aim is to create prosperity for the generations of today and tomorrow. The Financial Adviser School forms an important part of this by:

  • helping learners achieve the qualifications, skills and professionalism required to have a successful career as a financial adviser
  • helping existing advisers grow their businesses with the opportunity to sponsor learners.

The London Institute of Banking and Finance logoWe are a trusted partner of The London Institute of Banking & Finance, one of the top providers of professional and academic financial services qualifications. To become a trusted partner, the school has demonstrated its training programmes meet the Institute’s strict requirements for delivering high-quality learning.

Find out what we do for learners and existing adviser firms.

What does the school do?

Why choose us?

Meet the trainers