I have been with Quilter now since they merged with Old Mutual & have been very happy with them. I manage my investments on line & find the process very easy & user friendly. The charges I pay to Quil... 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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I am very satisfied with my investments and the mobile App is exceptionally clear and easy to navigate

Reply from Quilter
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.

Reply from Quilter
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.

Reply from Quilter
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
I contacted Quilter by phone to arrange withdrawals from my pension. The agent explained the process I needed to follow clearly so that I could achieve what I wanted very quickly and simply. Quilter have improved their services in recent resulting in a customer focused approach.

Reply from Quilter

Reply from Quilter
Helped to understand and use a flexible pension that allowed access to the pension pot with the ability to control and change as circumstances demanded,expert guidance.

Reply from Quilter
First class experience and very easy to use

Reply from Quilter
Time taken to listen to our requirements,the advisor took time to explain as to how he was going to invest our monies.He was friendly patient and made sure we where happy

Reply from Quilter
Always helpful and offering good returns on my investment

Reply from Quilter
Quilter offers great returns and their app provides a very clear view of account of performance. All actions are completed quickly and without any fuss.

Reply from Quilter
Excellent SIPP platform, customer service very good, no unwelcome upselling and more of a small company feel rather than a faceless financial services megalith

Reply from Quilter
Very effective communication via email throughout detailing every transaction.

Reply from Quilter
Been with a few financial companies looking after my pension and investment quilter have been the best by miles thankyou quilter

Reply from Quilter
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