Guidance and policies

Here you can find expert guidance to support your marketing strategies and the Quilter marketing policies. Use this section to accelerate your marketing success.
Marketing information

Find out how we can help with all your marketing needs.

Benefit from Quilter’s expertise

Marketing tips

Marketing policies

View the business’ marketing and financial promotions policies.

Quilter marketing agreement

Managing financial promotions

Managing non-financial promotions

Digital marketing

We provide you with the digital marketing tools you need so you can benefit from a FTSE 250 website.
Digital adviser profile

Advantages of a digital adviser bio

Improve your SEO with a Google Business Profile

Your online presence

Social media

Your personal Quilter social media guide to make understanding how to benefit from and use social media simple.
Introducing social media

Social media best practice

Dealing with negative social media comments

Need something else?

Need something else?
Marketing Toolkit

Here you’ll find the marketing tools that you need. They’ve been carefully developed by our team of experts to help you successfully market your business.
Getting set up
Marketing essentials

Find out how we can help with all your marketing needs.
Marketing essentials

Brochures

Stationary

Generate leads

Generate leads
Generate leads

Convert leads into clients

Getting set up - Convert leads into clients
Convert leads into clients

Develop existing clients

Develop existing clients

Launch a marketing campaign

Launch a marketing campaign
Launch a marketing campaign

View all toolkit assets

View all toolkit assets
Tax year end campaign

Offer your prospective or current clients a review of their savings and investments.
Launch your protection campaign

Launch your protection campaign
Launch your protection campaign

March - Tax year planning

January – Protection

December – Gifting

November's marketing campaign

October - Cashflow modelling

September - Pension awareness

August - Investing

July - Sudden wealth

June - Summer spending

May - Cash savings

April - Financial spring clean

Marketing campaigns guide

Marketing campaigns guide
Get set up

Get set up
Get set up

Digital profile form

Create your digital adviser profile

The adviser profile is designed to provide you with your own website that is managed for you by Quilter.

How your digital adviser profile supports you

Simply:

Read the information on this page to help ensure you provide the correct information
Complete the short form below
Send QFAmarketing@quilter.com your profile image and any testimonials

We’ll then be in contact once your adviser profile is approved and ready to be published.

Some helpful guidance before completing your digital adviser profile form

You must complete this form and provide an image of yourself for your adviser profile. The image should be a:

high-resolution Jpeg file
‘head and shoulders’ picture of you in business attire

The image can be taken on your mobile.

Once you have completed the form on this page, please send your profile image via email to QFAmarketing@quilter.com.

If you would like to include a video of yourself on your adviser profile, please read the guide on ‘Top tips for filming your video’, before recording and submitting your video.

Once it is ready, please send your video via email to QFAmarketing@quilter.com. Please note: if you experience any issues with sending your video via email due to large file sizes, please email us and we can look to arrange an alternative method of sending it.

Digital profile form

Create your digital adviser profile

Some helpful guidance before completing your digital adviser profile form

Profile image

Biography wording

Example adviser profiles

Your adviser video

Advice services you provide

Qualifications - tick all that apply

Designations - tick all that apply

Testimonials