Quilter Reviews 

It was a very simple process with a very professional company. The approximate allows me access and all the information I require. So far it's been a seamless process and introduction.

Previously have given 5 stars over a number of years. This time Quilter staff were all really good, initially, but when it came to calculating very simple tax deductions / charges, they made a major error: charging 36% tax when it should have been 20% or less. This was a lot of money on tens of thousands of pounds. No one can explain what happened. Waited 13 days for a reply which did not explain the reason at all - so making a formal complaint, and if necessary also to the financial ombudsman.
Wasted time re-contacting Quilter (security questions), wasted lots of time calling and waiting for HMRC (long call line !), then time to search and fill out forms, and then wait 30 days to sort out and refund... HMRC advised it was Quilter's mistake.
Also continuous recent smaller issues with logging into Quilter account (re-captcha issues) and non-user friendly email encryption service.
Anyone can make a mistake.....but it is how a mistake is handled and followed up promptly on, that shows the level of service of a company !
My trust in their financial services has dramatically dropped off........
----------
18 May 2026
Hi Bobbie thanks for the reply. I am still waiting on an explanation 18 days after the event! There is still no clarity on the complaints procedure, as I asked for the complaints form/procedure, but was then told is was already being investigated, when I haven't even provided the full details on the issue. Very POOR communication so far on what appears a basic error by Quilter..... along with other IT issues.

The speed and clarity of my transaction was great. Kept informed all the way. The Quilter mobile app is very helpful for keeping track of how things are

Long established, trustworthy and peace of mind

Had to call Quilter to request some help and information, call handler was very polite and knowledgeable and managed to answer all my questions without rushing me through call

Very quick turn round. Always good service.

Overall satisfactory experience withdrawing funds

Great company and my financial advisors were extremely helpful and knowledgeable

Never liked this company, invested for five years, five years of my retirement to loose 10 thousand pounds of the original investment, I have since recovered the loss in the twelve months that I have been with interactive investor ( Ii ) BEST OF THE BEST.

I find Quilter very good always well informed and thing's explained very cleanly and I have every confidence in them helpful knowledgeable and experienced, I feel I can trust them fully

A simple withdrawal was chaotic. Although my bank account was logged ( confirmed on 2 phone calls) the withdrawal page said it wasn't. When i tried to 'add a bank account' it said one was already logged. After 2 days i still await someone who has resolved this blockage.

I had a query about cash withdrawal from my pension, the lady I spoke to was polite, provided the reassurance and information I needed, and double checked everything I had entered on the form.

prompt call answering by english people, clear guidance in a friendly manner

After 18 months dealing through our financial adviser we are very pleased with the investments performance and the handling of all transactions to date.
The advice on ISA investments has been extremely helpful.
The drawdown arrangements are excellent.
My only comment about information issues is the amount sent out could be reduced by summerising the transactions.
Keep up the good work. Thankyou

It was personal and informative as well as professional

Great Investment platform

Excellent platform with an App that is very easy to use and gives accurate detailed and up to date information

Hassle free, quick and I am happy with service.

Sadly we’ve had a terrible experience with Quilter. We’ve been trying to withdraw money from a trust for 9 months and Quilter have been incredibly unhelpful, making things as complicated as possible and not offering any guidance or advice. At this point it feels unethical - it is not their money, we’ve completed numerous forms and followed endless procedures but there always seems to be something else they need or they change the requirements of the documents submitted (eg they said digital signatures were ok, then 20 days later contacted us to say that actually they required wet ink). I have to question whether they are holding onto our money for longer on purpose so they can make more money from it. I am very unhappy with the way Quilter have handled things and once we actually have access to our funds would not be using them again. I’d recommend anyone thinking of using them to steer clear.

Quilter provide a great platform through which to manage my investments. The app is great - everything in one place