Quilter has evident governance. The company takes pains properly to assess clients attitude to risk and offers products appropriate to circumstance. It also manages advisors sensibly and ensures their... See more
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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 ext... See more
Company replied
Quilter are a great company. Recommended by our Financial Advisor. We have several policies with Quilter. The app is great - easy to see and follow investments and see growth. All documentation is eas... See more
Company replied
I am no wizard withe finance issues, but Quilter have made it more accessible. Easy to understand, and if i needed to ask for help it is always available.The staff are helpful and very knowledgeable.
Company replied
Company details
About Quilter
Written by the company
We’re one of the UK’s leading wealth managers, and here to help you plan and manage your finances, enabling you and your family to live the life you want. We have a long and successful history of guiding customers through all kinds of markets. We can help you grow your investments and ensure you have the financial support you need for each stage of your life. We’re here to help you have a brighter financial future.
The businesses within our group aim to provide high quality products and services for the whole of your investment journey.
About us:
• We believe in the value of advice and want our customers to benefit from trustworthy, easy-to-access financial advice.
• We pride ourselves on providing flexible investment products, and expertly managed funds and portfolios designed to help you grow your money.
• The flexibility we offer with our services applies equally to our charges. Alongside their adviser, customers decide which of our products and services they use, and only ever pay us for those. Our pricing is competitive, and we do not have any hidden charges.
• We are committed to operating responsibly and sustainably, for the long-term benefit of all our stakeholders and customers.
Contact info
Senator House, 85 Queen Victoria Street, EC4V 4AB, London, United Kingdom
- DigitalFeedback@Quilter.com
- www.quilter.com
4.5
Excellent
12K reviews
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Straightforward great service.
Simple transaction made so easy because of the Quilter process.
A great open company telling it as it is and delivering top service!!
8 May 2026
Unprompted review
Reply from Quilter
Hi Bill,
Thank you for leaving this review. Its great to hear that your transaction was easy to complete and that you are happy with the service you have received from us.
Bobbie @ Quilter
Quilter are a great company
Quilter are a great company. Recommended by our Financial Advisor. We have several policies with Quilter. The app is great - easy to see and follow investments and see growth. All documentation is easy to read and understand. Feel very reassured investing with this Company. Highly recommend.
5 May 2026
Unprompted review
Reply from Quilter
Hi Vicki,
We are happy to hear that you enjoy using our app and that you find our correspondence easy to understand. Thank you for taking the time to share this.
Bobbie @ Quilter
I withdrew monies from my pension fund
I withdrew monies from my pension fund. No fuss and the transaction went smoothly and efficiently in line with expectations.
6 May 2026
Unprompted review
Reply from Quilter
Hi Keith,
Its great to hear that your transaction with us was smooth and efficient. Thank you for taking the time to leave this review.
Bobbie @ Quilter
Easy and efficient
Quilter app is extremely easy and efficient to use for managing my investments
5 May 2026
Unprompted review
Reply from Quilter
Hi Charlotte,
Thank you for taking the time to share your experience using our app. We are pleased to hear that you find it easy to use.
Bobbie @ Quilter
Quilter overpaid HMRC, now I have to reclaim...
Never spoke to anyone, but now have to reclaim a lot of overpaid TAX due to Quilter overpaying HMRC
12 May 2026
Unprompted review
Reply from Quilter
Good afternoon Mr Slater,
I'm sorry to hear that you're unhappy with the amount of tax that has been deducted from your payment. When we receive a request from a customer to withdraw money, we apply the most recent tax code that we have received from HMRC, at source. If this is your first withdrawal, then HMRC may have been unable to provide us with the most recent tax code for you, we will apply what is commonly known as the emergency tax code. We inform HMRC of the payments made and they inform us of your tax code for any future payments.
If you would like us to look into your experience in more detail, then we can certainly do this for you. Please email us at CustomerInsights@Quilter.com, including your account number and the most appropriate contact details for you and we can investigate this further for you.
In the meantime, I hope that this is helpful and please let us know if there is any additional information that you need.
Kind regards,
Kym @ Quilter
My email enquiry was dealt with quickly…
My email enquiry was dealt with quickly and efficiently and I was informed along the whole process. I always knew who to contact if I needed more assistance
11 May 2026
Unprompted review
Reply from Quilter
Hi Jeanette,
Thank you for leaving this review. Its great to hear that your transaction was dealt with quickly and efficiently.
Bobbie @ Quilter
A great company to deal with
A great company to deal with , very happy with the Service
15 May 2026
Unprompted review
Reply from Quilter
Hi Craig,
Thank you for taking the time to leave this review. We are happy to hear that you are pleased with the service you have received from us.
Bobbie @ Quilter
Reply from Quilter
Hi Derek,
Its great to hear that your transaction was prompt and efficient. Thank you for taking the time to share this.
Bobbie @ Quilter
Reply from Quilter
Hi Sue,
I'm very sorry to hear that you have had a negative experience with us. Unfortunately I have been unable to locate your account on our systems using the information above. If you would like me to investigate this further then please contact me at customerinsights@quilter.com. If you could please include your account number in your response that would be appreciated.
Bobbie @ Quilter
Quilter Pension
Great service. Kept in contact right from the start. Advisor was brilliant and very patient. Great communication.
6 February 2026
Unprompted review
Reply from Quilter
Hi Debbie,
We we are pleased to hear that you are happy with the service you have received from us. Thank you for sharing this.
Bobbie @ Quilter
Excellent communication and fast implimentation
The company has an excellent web site and a user friendly app. I am always able to find the current value of my investment and the market trends. My financial adviser communicates with the company and alll actions are completed quickly and simply.
17 May 2026
Unprompted review
Reply from Quilter
Hi Mavis,
Its great to hear that you enjoy using our app and website. We are also pleased that your transactions with us via your adviser are completed quickly with good communication throughout. Thank you for sharing this.
Bobbie @ Quilter
An easy way of saving and transferring…
An easy way of saving and transferring money. Recommended
19 April 2026
Unprompted review
Reply from Quilter
Hi Ruth,
Its great to hear that your experience with us has been easy. Thank you for taking the time to share this.
Bobbie @ Quilter
Quilter are reliable and efficient
Quilter are reliable and efficient, no lengthy verbal or on-line interactions, communication is effective, they were recommended and they are living up to that recommendation.
20 April 2026
Unprompted review
Reply from Quilter
Hello,
Thank you for taking the time to leave this review. Its great to hear that you are happy with the service you have received from us.
Bobbie @ Quilter
Efficiency in the drawdown process for…
Efficiency in the drawdown process for my Crystallised pension pot is A1
1 May 2026
Unprompted review
Reply from Quilter
Hi Graham,
Thank you for leaving this review. We are really pleased that your transaction was completed efficiently.
Bobbie @ Quilter
It was a very simple process ....
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.
13 May 2026
Unprompted review
Reply from Quilter
Hi Daren,
Thank you for taking the time to leave this review. We are pleased to hear that your transaction was simple and seamless.
Bobbie @ Quilter
Major mistake in calculating taxes by Quilter (UK)- no proper explanation and very slow follow up.
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.
13 May 2026
Unprompted review
Reply from Quilter
Hello,
I'm very sorry to read that more tax than expected was deducted during your transaction with us. I can see from your comments that you have already raised a complaint with our complaints department. We appreciate you taking the time to provide feedback as it will help us improve our services going forward.
I can see that you have also experienced some online issues when accessing our systems. If there is anything I can do for you further to your complaint then please do not hesitate to contact me at customerinsights@quilter.com. If you could please include your account number that would be appreciated.
Bobbie @ Quilter
The speed and clarity of my transaction…
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
29 April 2026
Unprompted review
Reply from Quilter
Hello,
Thank you for sharing your experience with us. We are happy to hear that you felt well informed throughout your transaction. Its also great that you find our app helpful and that your transaction was completed quickly.
Bobbie @ Quilter
Reply from Quilter
Hi Chris,
Thank you for leaving this review. Its good to hear that you are happy with the service you have received from us.
Bobbie @ Quilter
Good experience
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
4 May 2026
Unprompted review
Reply from Quilter
Hi David,
Thank you for sharing your experience, it's great to hear that you enjoyed the service and we will be sure to pass your feedback on to our colleague!
Kym @ Quilter
Reply from Quilter
Hi Richard,
Its great to hear that you are happy with the service you have received from us. Thanks for taking the time to share this.
Bobbie @ Quilter
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