Jessica Chantler - Quilter Financial Advisers

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Jessica Chantler - Quilter Financial Advisers Highly qualified and accomplished Chartered Financial Planner with over 18 years’ experience. Approver Quilter Financial Services Ltd. August 2025

I help my clients achieve peace of mind by taking steps to:

➤ Maximise opportunities to accumulate and preserve wealth
➤ Protect your current and future lifestyle
➤ Enjoy the fruits of your investments and pensions. Investing can help your money grow over time, although the value of investments can go down as well as up. If you’d like to find out more about how I can help, please get in touch.

The Autumn Budget included changes affecting savings, pensions and tax, including the reversal of the proposed cut to th...
30/10/2026

The Autumn Budget included changes affecting savings, pensions and tax, including the reversal of the proposed cut to the cash ISA limit.

View our Autumn Budget Summary to find out more and start a conversation via my adviser profile: www.quilter.com/jessica-chantler/



Approver Quilter Financial Services Limited. October 2026.

Retirement planning. Pension consolidation. Tax planning. Passing on wealth.Financial advice can support a wide range of...
28/10/2026

Retirement planning. Pension consolidation. Tax planning. Passing on wealth.

Financial advice can support a wide range of financial decisions, helping you make sense of your options and build a plan for the future.

Speak to me about how I can help.

Approver Quilter Financial Services Limited. August 2026

20/10/2026
Do all estates have to pay inheritance tax? Inheritance tax is paid on some estates when someone dies, but the amount du...
19/10/2026

Do all estates have to pay inheritance tax? Inheritance tax is paid on some estates when someone dies, but the amount due can vary depending on individual circumstances. This article explains how the rules work and the allowances that may apply. For more information, read this article from DailyMail.

The 40% inheritance tax rate is drastically high - but only applies if you have amassed enough assets for your loved ones to become liable on some chunk of them.

What does the rising State Pension age mean for retirement planning? The State Pension age is gradually increasing, and ...
18/10/2026

What does the rising State Pension age mean for retirement planning? The State Pension age is gradually increasing, and many people are staying in work for longer. This article looks at how the changes could affect retirement income, pension access and future planning. For more information, read this article from Which?

The average age at which people retire has reached a record high.

When people think about financial advice, they often think about investments.But advice can help with much more than tha...
16/10/2026

When people think about financial advice, they often think about investments.But advice can help with much more than that, from retirement and pensions to tax planning and passing on wealth.

Having a clear plan can help you make confident decisions at every stage of life. Speak to me to find out more.

Approver Quilter Financial Services Limited. August 2026

A great afternoon at the Cornwall Business Show today, representing the TEDxTruro team. 🎤It was fantastic to have so man...
08/10/2026

A great afternoon at the Cornwall Business Show today, representing the TEDxTruro team. 🎤

It was fantastic to have so many great conversations, meet some brilliant people and share what's being planned for the next TEDxTruro event in June.

There’s already been loads of interest, which is incredibly exciting! 🙌

Thank you to everyone who stopped by for a chat!

Did you know pensions usually sit outside your will? That’s why it’s vital to name and regularly review your pension ben...
07/10/2026

Did you know pensions usually sit outside your will? That’s why it’s vital to name and regularly review your pension beneficiaries and tell loved ones where to find the paperwork. Most people expect that if they still have money left in their pension pots when they die, their spouse or children will inherit it. While you can pass on a pension, you cannot do so solely through your will. Instead, most people will need to tell their pension provider who to pay their pension to when they die through an expression of wish form. Have a read of this helpful article from Money Week to learn how to pass on your pension.

You can leave your private pension wealth to your loved ones after you die, but you can’t put it in your will. We look at how to pass on your pension.

Looking forward to this one! I’ll be sharing some practical insight into how pension planning can help when you’re navig...
06/10/2026

Looking forward to this one! I’ll be sharing some practical insight into how pension planning can help when you’re navigating the £100,000 income threshold, including the impact on your Personal Allowance and funded childcare.

I’d love to see you there - and there’ll be plenty of opportunity to ask questions 💚

A pay rise is supposed to be good news. Then a salary in the house crosses £100,000, the funded childcare stops, and you are somehow worse off than you were before the rise. Nothing tapers. It just stops.

If that is anywhere near you, or a bonus could do it, Jessica Chantler is doing 30 minutes on how your pension can bring those hours back. She is a Chartered Financial Planner, and you can ask her anything at the end.

Thursday 22 October, 12:00. Free.

Link in bio or... https://webinar.lemons.life/

Address

Office 9, Penstraze Business Centre
Truro
TR48PN

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