Jessica Chantler - Quilter Financial Advisers

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. If you’d like to find out more about how I can help, please get in touch.

From April 2027 unused pensions will be subject to inheritance tax, learn more about it in this article from MoneyWeek. ...
07/09/2026

From April 2027 unused pensions will be subject to inheritance tax, learn more about it in this article from MoneyWeek.

Adam Cole, retirement specialist at Quilter, said: “The prospect of some families facing an effective tax rate of over 90% on inherited pension wealth highlights just how significant the inheritance tax changes coming in from April 2027 will be."

Unused pensions will fall under the scope of inheritance tax from April 2027 – and it could see some families left with sizeable tax bills

Every financial goal starts with a plan.
07/09/2026

Every financial goal starts with a plan.

☀️ As we come to the end of the first week of September, I'm taking a moment to appreciate the summer - the longer days,...
04/09/2026

☀️ As we come to the end of the first week of September, I'm taking a moment to appreciate the summer - the longer days, slower pace, and time spent with the people who matter most.

But now, it’s time to look ahead.

With just four months left in the year, September is a great time to check in on those goals you set back in January, review where you are now, and make a plan for finishing the year strong.

Whether that means revisiting your savings, investments, pension, or wider financial goals, a little planning now can make a big difference to how you finish the year… and how you start the next one 💫

Client reviews 💚… These are just a few of the comments clients have made to me over the last few weeks.I like to share t...
24/08/2026

Client reviews 💚…

These are just a few of the comments clients have made to me over the last few weeks.

I like to share them because they mean a lot to me and are a great reminder of why I do what I do.

They really made me smile, and I thought they were worth highlighting.

23/08/2026

If you’ve come into some extra money, now might be a good time to speak to someone about the possibilities for putting it to work. I can help you put together a financial plan to do just that.

Visit my profile to get in touch www.quilter.com/jessica-chantler/

Approver Quilter Financial Services Limited. April 2026.

When it comes to making important financial decisions, having an adviser by your side means you’re more in control. Let’...
21/08/2026

When it comes to making important financial decisions, having an adviser by your side means you’re more in control.

Let’s chat about how I can help you make choices that will work for you: www.quilter.com/jessica-chantler/

Approver Quilter Financial Services Limited. April 2026.

What should you know about health insurance in later life? From age limits and policy costs to pre-existing medical cond...
20/08/2026

What should you know about health insurance in later life? From age limits and policy costs to pre-existing medical conditions, this article covers some of the key questions people ask when looking at health insurance after age 60. For more information, read this article from Which?

Find out how age can impact your ability to get health insurance, and how to find the best policy after you turn 60

How are you feeling about your finances? A survey from Opinium indicates that more than half of 18 to 34 year-olds feel ...
18/08/2026

How are you feeling about your finances? A survey from Opinium indicates that more than half of 18 to 34 year-olds feel their financial situation has negatively affected their mental health over the past year. The research also found that people’s finances also had a negative impact on their physical wellbeing. In this article, The Independent takes a look at how understanding your financial position and putting a clear plan in place can help build resilience and give people greater confidence about the future.

Nearly two-fifths of people surveyed have less than £10,000 in savings, investments and physical possessions, St James’s Place said.

Have you recently received an inheritance, windfall, or lump sum? If you have some major financial decisions to make, so...
16/08/2026

Have you recently received an inheritance, windfall, or lump sum? If you have some major financial decisions to make, sound financial advice can be invaluable to help you understand your choices.

Check out my profile to see how I can support you: www.quilter.com/jessica-chantler/

Approver Quilter Financial Services Limited. April 2026.

Are you making the most of your workplace pension? The amount employers are contributing to workplace pensions has risen...
14/08/2026

Are you making the most of your workplace pension? The amount employers are contributing to workplace pensions has risen significantly in the past decade however, there are still concerns that millions of people aren't saving enough for retirement. Here, Which? explains how to get the most out of your workplace pension. Take a moment to check your contribution levels, employer match, investment choices and charges — small changes now can make a big difference at retirement.

Quilter is not responsible for the accuracy of this article's information.

Employer contributions have risen, but millions of people still aren't saving enough for retirement

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Office 9, Penstraze Business Centre
Truro
TR48PN

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