Quilter

Your quarterly financial update

Hello [insert customer name]

I hope this email finds you well.

I’m contacting you today to share the latest copies of the Essentially Wealth and Essentially Mortgages newsletters. With these quarterly newsletters you’ll be able to get up to speed on some of the recent news from the financial world.

The newsletters discuss a number of topics that I think you’ll find interesting.

Our Essentially Wealth newsletter

In the Q3 newsletter we cover a number of key topics, including:

Is your pension going to the right person? A common blind spot.
Investing with confidence – ‘keep calm and carry on’
Your relationship with risk: time to reassess?

Download today

Our Essentially Mortgages newsletter

In the Q3 newsletter we cover a number of key topics, including:

Mortgage overpayments – small steps, big savings.
Mortgage payments set to rise.
Home insurance premiums and claims on the rise.

Download today

Kind regards,

[insert name]
Financial Planning Consultant

[insert tel/mobile number]

[insert email address]

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Quilter Financial Advisers Limited is registered in England and Wales under number 05693185. Registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom. Quilter Financial Advisers Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

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Approver Quilter Financial Services Limited. July 2025.