8 April 2026
Quilter has announced that it has received permission from the FCA to deliver Targeted Support.
Granted yesterday, the company is developing its Targeted Support offering via Quilter Invest, the investment platform designed to support clients in the earlier stages of their investment journey.
Quilter Invest also provides advisers with a proposition for clients who may not be ready for holistic financial advice.
Steven Levin, chief executive at Quilter, said: “Targeted Support has the potential to shift the dial for consumers who sit outside the reach of full advice. We are pleased to have received the necessary permissions to offer this service, and now look forward to developing our offering to ensure people are not left to face important financial decisions on their own.
“Deciding whether and how to invest can be a daunting experience for people, leading to a dangerous inertia. We want to offer a simple and accessible way to get started, either on your own or through an adviser, empowering people to take action and move forward with greater confidence.
“Furthermore, we see Targeted Support as a crucial bridge to financial advice as customers’ needs evolve over time. Having that flexibility to enable that transition ensures we can support them through every stage of their financial lives.”
