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 Q4 newsletter we cover a number of key topics, including:

Budget outlook – preparing for change
Navigating global shifts – investing through change
Pensions set to fall within IHT net from 2027

Download today

Our Essentially Mortgages newsletter

In the Q4 newsletter we cover a number of key topics, including:

The financial benefits of owning a home
Buying later, borrowing longer – finding the right fit
Mortgage Guarantee Scheme made permanent

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. October 2025.