Does Quilter charge exit fees to leave its pension platform?
24 July 2023
Question by mark
Answered by Lee Wells
The answer is No.
Hope that helps
Managing Partner - Financial Planner
When Lee got his first job in the 90’s his father said ‘you should go to see my financial adviser’ (he didn’t’ know he had one). Lee dutifully went to see him and was converted by the common sense advice he was given on saving and investing for his future. He liked it so much he joined the company so he could help other people learn how to invest. Lee now runs a company passionate about providing value for money advice on a whole range of areas.