Let's discuss your wealth privately
We’re here to listen and understand your circumstances with complete discretion. Get in touch for a confidential conversation about your financial future.
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We invite you to connect with us. Your queries are important and we look forward to assisting you.
naila@akprivatewealth.com
Phone
+44 7707 236455
Office Hours
Monday – Friday, 9:00am – 5:30pm
Operating Region
United Kingdom
Privacy: Your personal information will be handled in accordance with our privacy policy and applicable data protection legislation. We will only use your details to respond to your enquiry and will not share them with third parties without your consent.
Frequently Asked Questions
Clarifying common inquiries for our valued clients.
We provide wealth management and advisory services to high-net-worth individuals, business owners, and families. Our practice combines personal advisory relationships with institutional-grade oversight through our being apart of Quilter Financial Planning. We focus on disciplined tax-efficient planning, and long-term wealth continuity.
AK Private Wealth operates as an Appointed Representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). This means that all advice and services are provided under Quilter Financial Services Limited’s regulatory permissions. Depending on the type of business conducted, clients may be eligible for protection from the Financial Services Compensation Scheme (FSCS).
Naila is a highly qualified professional with credentials including an Investment Advisory Diploma (Level 4). She brings many years of experience in wealth management and a strong commitment to ethical practices.
We combine personalised advisory relationships with the security and resources of an institutional platform. This unique approach allows us to provide tailored, responsive service with the backing of robust regulatory compliance.
Yes. Existing clients can log in to the Quilter Customer Centre to view their portfolios, statements, and transaction history. We also offer video and telephone consultations for clients across the UK, and meet in person at our Covent Garden office when preferred.
Advice is conducted in the UK, and the firm does not have permission to give advice when either you or your adviser is located outside the UK.
Do you offer an ongoing service, and what does it include?
Yes, where appropriate. The ongoing service typically includes an annual progress check meeting, a consolidated annual report, fund switch recommendations where suitable, administrative support, and ongoing access to your adviser. Optional support can include extra meetings, withdrawals support (once per tax year), top-ups, and cashflow modelling.
What happens during an initial consultation?
In the initial consultation, we will discuss your financial goals, review your current situation, and determine how we can best support your wealth management needs. It’s an opportunity for us to understand each other better.
What is your fee structure?
We typically work on a fee-based model tailored to your circumstances and the scope of our advisory relationship. We discuss all charges transparently before engagement and provide clear documentation of our fees and services. There are no hidden costs or commission-driven recommendations.
Do you handle client money?
No. AK Private Wealth does not handle client money and does not accept cash. Fees are typically paid by bank transfer (or, where available, facilitated via product/platform charging).
Is your advice independent?
No. We provide restricted advice, meaning recommendations are made from a curated panel of approved providers. We typically consider solutions on Quilter’s platform first, and may also recommend Quilter Investors or Quilter Cheviot where suitable.
What if I have a complaint?
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Quilter
SUNDERLAND
SR43 4JR
Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626
You can find more information by visiting the Quilter Financial Planning website: https://www.quilterfinancialplanning.co.uk/contacts/
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
