Quilter Cheviot Reviews 895

TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Considering 169 reviews, reviewers overwhelmingly had a great experience with this company, often describing the investment service as first-class and reliable. Customers frequently highlight the helpfulness, professionalism, and approachability of the staff, who are praised for their ability to explain complex financial matters clearly and patiently. Many people feel valued and trust their advisors implicitly, appreciating the personalized attention and sound financial advice that considers their individual circumstances and goals. Reviewers are consistently satisfied with the service, noting excellent support, efficient processes, and positive financial results, with portfolios growing even in challenging times. However, some reviewers were not happy with the service, mentioning a simple pension fund withdrawal becoming a nightmare and describing it as shocking from a multinational company.

What people talk about most

Staff

Clients share positive opinions on staff, consistently describing them as considerate, cheerful, and helpful.... See more

Service

Customers had positive experiences with service, consistently reporting it as excellent, reliable, and... See more

Customer service

People report positive experiences with customer service, highlighting the helpfulness and responsiveness of... See more

User experience

Customers consistently note positive experiences with user experience, finding it very helpful and... See more

Value for money

Reviewers highlight positive aspects of value for money, consistently finding the investment service valuable... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Quilter Cheviot is a truly first-class investment service. My manager, Henry Flather, is simply a lovely chap who is always on hand to help, allay any concerns when markets take a dip and makes me fee... See more

Company replied

Rated 5 out of 5 stars

These people have been extremely helpful to me. I trust implicitly both my investment manager and financial advisor and their teams. Their value is far more when times are volatile and uncertain... See more

Company replied

Rated 5 out of 5 stars

We were referred to Quilter Cheviot via my company pension scheme.I am pretty ignorant in the world of pensions,my husband better than me!However it is now 2 years of having their guidance and advi... See more

Company replied

Rated 5 out of 5 stars

Financial advisor was honest about the risks of investing and didn't make false promises. He took on board my concerns and explained how and where my money would be invested in language I understood.... See more

Company replied


Company details

  1. Investment Service

About Quilter Cheviot

Written by the company

We are one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations.

We are focused on helping you invest for a lifetime of opportunities and challenges, and are trusted by over 36,000 clients to manage £30 billion of assets under management (as at 30 June 2025).

Our investment managers have an average of over 16 years’ industry experience, with over 10 years at Quilter Cheviot.

Click to get in touch.

Approver Quilter Cheviot Limited 23/08/2023.

Capital at risk.

Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB, is a member of the London Stock Exchange and is authorised and regulated by the UK Financial Conduct Authority, Registration Number 124259, and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.

Our personal approach

Written by the company

John Goddard, Chief Executive Officer
"Our focus is on helping you invest for a lifetime of opportunities and challenges. When clients appoint us as their Investment Manager, they can expect us to take care of their wealth. For each client, this means something different. This level of individual attention is increasingly rare but defines the standard of personal service we provide to every one of our clients."

Contact info

4.7

Excellent

TrustScore 4.5 out of 5

895 reviews

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Rated 5 out of 5 stars

Good service

I am very happy with the service I get from QC

June 3, 2025
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Reply from Quilter Cheviot

Dear Mr Coutts, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

I like the quarterly paper information…

I like the quarterly paper information but as an ‘oldie’ I really value the personal, spoken contact I can have with ‘my team’ if I have a particular enquiry.

June 2, 2025
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Reply from Quilter Cheviot

Thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Happy to recommend Quilter Cheviot

I feel the relationship between Quilter Cheviot and me, as a client, is very good. I feel that they put my interests first and I am happy for them to continue to manage and advise on my finances.

June 2, 2025
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Reply from Quilter Cheviot

Dear Teresa, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Anon

No specific comment

June 1, 2025
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Reply from Quilter Cheviot

Thank you for taking the time to leave a review! - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Paper Copy

I like to have paper copy report still being sent to me

May 30, 2025
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Reply from Quilter Cheviot

Dear Patricia, thank you for taking the time to leave a review! We have passed your feedback to the relevant team. - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Face to face meetings are very helpful.

Face to face meetings are very helpful.
Ease of being able to contact.

May 30, 2025
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Reply from Quilter Cheviot

Dear Susan, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Keep you updated

Keep you updated, always discuss your requirements as your needs change and delivery on performance

May 29, 2025
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Reply from Quilter Cheviot

Dear Graham, thank you for taking the time to leave a review! We are pleased you are happy with the communication of our team members - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

First rate account management

First rate account management

May 29, 2025
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Reply from Quilter Cheviot

Dear Mrs Heal, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Very prompt and friendly service

Very prompt and friendly service. Understands our needs well

May 29, 2025
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Reply from Quilter Cheviot

Dear Stephen, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

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