Quilter Cheviot launches new non-executive director affinity partnership

Quilter Cheviot has announced that in conjunction with its financial planning arm, Quilter Private Client Advisers, it is launching a new affinity partnership with Virtualnonexecs.com.

The move will see Quilter Cheviot become the exclusive wealth management partner for Virtualnonexecs.com’s 18,000 members of non-executive directors and business owners.

As part of the arrangement, the business will provide education, materials, webinars, and support across a variety of wealth management services including savings and investments, tax management, retirement planning, portfolio management, and protection.

The relationship comes as Quilter Cheviot looks to further develop partnerships to provide wealth management services to high-net-worth clients.

Managing director of advice at Quilter Cheviot, Michelle Andrews, said: “Partnerships such as these are vital to help promote the benefits of discretionary investment management and financial advice and we are delighted to be working closely with Virtualnonexecs.com.

“We’re excited to work with their large and growing membership base of business owners and non-executive directors to support them as required, whilst also benefitting from their knowledge and expertise.”

Executive chairman at Virtualnonexecs.com, Ian Wright, added: “We are delighted to partner with Quilter Cheviot. Our membership advises over 30,000 boards and many business owners have minimal long-term financial plans.

“These founders are often heading towards a transaction or exit and we hear time and again that ‘financial advice is only offered at the time of a transaction’ but few firms build relationships during the months and years beforehand. Quilter Cheviot’s commitment to partnering with our community will be hugely well received by our members and the companies they advise.”

    Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


The UK housing market in 2024
The performance of the UK housing market in 2024 has largely exceeded many people's expectations, although challenges remain for first-time buyers due to house prices increasing and a testing rental market for many. Regional disparities, such as the North-South divide, also continue to influence housing accessibility and affordability for many buyers in pockets of the country.

Intergenerational lending
MoneyAge News Editor, Michael Griffiths, hosts Family Building Society BDMs, Amar Mashru and Arif Kara, to discuss intergenerational lending and explore ways that buyers can use family income to help increase their borrowing capacity when applying for a mortgage

Helping landlords make their cash work harder
MoneyAge Editor, Adam Cadle, talks to Family Building Society BDMs, Arif Kara and Nathan Waller, about the resilient BTL market, the wide variety of landlords that Family Building Society caters for, and how niche products like an Offset mortgage can help improve cashflow.