Social | Quilter Marketing Toolkit

Why use social media?

Build trust

It can help build trust to have a digital presence.

Linked to Quilter

It's an easy way for clients to see you are linked to Quilter.

Professional credibility

If you only use one social media platform, LinkedIn can give professional credibility to your brand for anyone who searches your name.

Remember, when you join Quilter Financial Advisers you need to have any social media accounts connected to your business signed off by your financial promotions team. Just email your profile URLs to QFAmarketing@quilter.com to start the process.

Bear in mind you have to adhere to our social media guidelines whenever you are posting/sharing content online.

This includes:

- in forums
- in the comment section under articles or posts on WhatsApp
- in Messenger apps (e.g. LinkedIn, Facebook, X (Twitter))

If you are already following us on social media, thank you! It’s a great way for you to stay up to date and also gives you the opportunity to find content to share with your own clients.

Our social media channels are divided into client facing and adviser facing profiles.

Client facing

On our client facing profiles you will find content to share with your own clients. As long as you simply share without adding your own comment, you can share immediately.

If you add your own copy when sharing, this might need approval from your Quilter financial promotions team.

Adviser facing

On our adviser facing profiles, we share content relevant to you as a financial adviser. Because this content is for financial professionals only, you shouldn’t share this content with your clients.

You may have other financial professionals following your page, particularly on LinkedIn. If you wish to share a particular piece of content, you’ll need to make it clear that it’s aimed at advisers only. It could also need approval from your financial promotions team before being posted.

Social Media Profiles	Client facing	Adviser facing
Linkedin	Quilter	Quilter for Advisers Quilter Financial Planning Quilter Investors
Facebook	Quilter	N/A
X (Twitter)	Quilter	Quilter for Advisers
Instagram	Quilter	N/A
Threads	Quilter	N/A
TikTok	Quilter	N/A

Introducing social media

Why use social media?

Build trust

Linked to Quilter

Professional credibility

How to follow Quilter on social media

Client facing

Adviser facing

Why use social media?

Build trust

Linked to Quilter

Professional credibility

How to follow Quilter on social media

Social media best practice