Quilter has launched a targeted support service through Quilter Invest.
The service offers short, guided attitudinal-based assessments that consider clients’ investment attitudes, alongside questions that assess their capacity for loss and approach to risk.
The outcomes are used to determine whether investing is right for the client, before placing them within a relevant segment and guiding them towards an appropriate investment option.
The firm said Quilter Invest is designed to support clients in the earlier stages of investing, while also providing advisers with a proposition for clients who may not be ready for holistic financial advice, but may need it in the future.
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Steven Levin (pictured), CEO of Quilter, said: “While holistic advice is often the right solution for those with more complex financial needs or multiple objectives, we recognise that not everyone needs it or can access it. Too often, that leaves people facing important financial decisions on their own.
“We believe in providing the right support at the right time to help people achieve brighter financial futures.
“Targeted support provides a simple way to get started, reaching people who have historically fallen outside the advice framework and offering proportionate help at the point of decision-making,” he continued.
“It can also act as a pathway to advice over time, enabling customers to build confidence now and move into fuller financial planning as their needs evolve.”
