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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:

  1. Read the information on this page to help ensure you provide the correct information
  2. Complete the short form below
  3. 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.

Profile image

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.

Example adviser profiles

If you would like to see an example of best practice, watch the video above.

Or you can see other adviser profiles at www.quilter.com/financial-advice/find-an-adviser/.

Any queries, please contact QFAmarketing@quilter.com.

Your adviser video

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.

If you would like to display a map of your location on your profile, we have some options to select from below. Learn more about these options.


Advice services you provide

Tick all that apply. A description of each advice service is available here.


Qualifications - tick all that apply


Designations - tick all that apply

Testimonials

Please include any client testimonials you may want to include on your page in the box below. Please ensure your client has consented to the use of the testimonial and that any personal information is anonymised. 

For each testimonial you provide, please send written confirmation from the client indicating that they are happy for you to use the testimonial to QFAmarketing@quilter.com.

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