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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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.
Senator House, 85 Queen Victoria Street, EC4V 4AB, London, United Kingdom
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Quilter provided us with a dedicated financial advisor, Alex, who helped and advised us as we transferred all our investments into one place. Alex explained everything clearly and helped us with any legal requirements. The online portal makes it easier to view and manage our investments.

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Quilter are extremely professional and make everything easy to understand

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I made four withdrawals from the CashHub from several bank accounts on the same day.
Two were paid to my bank account on the same day as the withdrawal request but the other two were left in pending status for several days.
Quilter could not tell me which bank accounts had paid out my money which I find disappointing as how would this appear to an auditor if they were auditing accounts!!!

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Quilter have an easy app to track all your investments with them and are very good at maintaining a growth, even in turbulent markets.

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First class. Information is clearly presented and way to understand. Transaction speeds are good and all processes are well developed and considered.

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Quilter was very easy to use via the financial advisor

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Superb customer service would highly recommend

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Quilter dealt with our requests promptly and kept us informed via my financial advisors Redwood financial

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Making Investing Simple and Accessible!
My experience with Quilter has been extremely positive. The platform makes investing straightforward and easy to understand, giving me full visibility and control over my finances while still providing the reassurance of professional support when needed.
I particularly value being able to see how my investments are performing and having a clear picture of my financial position at any time. The information is presented in a way that is easy to navigate, which makes managing my finances much less daunting.
Via my Financial Adviser, Quilter has helped me feel more confident about investing for the future and has provided a level of transparency and accessibility that I greatly appreciate. I would happily recommend Quilter to anyone looking for a simple, user-friendly and professional investment solution.

Reply from Quilter
I am very satisfied with my investments and the mobile App is exceptionally clear and easy to navigate

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My initial chat with the advisor was a joke. He didnt listen to me and made sweeping assumptions about my wealth and situation based on my job income, which is low - but he didnt ask me if I had savings. He assumed I didnt and was - in his words- 'living hand to mouth'. I was so shocked I just didn't correct him, despite clearly stating that my aim was to increase the efficiency of my savings and investments. He also refused to give me his fees upfront - a huge red flag because I have consulted FA's before- and theyve always been upfront about their fees. He was very vague in general, spent the best part of an hour talking to me as if I was stupid, asking questions like 'Do you know what an ISA is?' and being very patronising.

Reply from Quilter
Quilter App is very useful, very informative for tracking my investments.

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the advice , process and overall up to date communication from quilter makes me feel my pensions and investments are all in a safe place. knowing where my investments are working for me and seeing the returns is all a good experience i would highly advise any one looking to invest to get in touch with quilter.

Reply from Quilter
Great company with sound advise and willing to help through the process of investment. Would highly recommend.

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Clear communication. Prompt and highly professional service. Knowledgeable Financial Advisor, working to provide investment options to meet my needs.

Reply from Quilter
I have been extremely pleased with the service and support I hve received from Quilter.
Throughout my retirement planning journey, the team has been professiona, knowledgeable and approachable,taking the time to explain my iptions clearly and ensuring I felt confident in the decisions I was making. Their advice has helped me understand my pension arrangements and plan for the future with greater peace of mind.
I particulary appreciate the clear communication, efficinet administration and the personl approach taken whenever I have had questions or needed assistance. It is reassuring to know that my financial affairs are being managed by a company that values its clients and provides such a high standard of service.
I would have no hesitation in recommending Quilter to anyone seeking professional financial planning and pension advice
Thankyou to everyone at Quilter for your ongoing support

Reply from Quilter
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