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
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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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Easy to follow and the information is first class - plus an easy app with all data and performance shown - we have already seen substantial benefit

Reply from Quilter
The company was recommended by a neighbour and all my interactions have been professional but personable and friendly

Reply from Quilter
I was kept informed of the Quilter process as each stage of my pension transfer was completed. The documentation is well laid out and not difficult to follow.

Reply from Quilter
I found them to be extremely professional in all areas handling my request

Reply from Quilter
Very straightforward and easy process to follow to complete my request, helpful staff and simple process required.

Reply from Quilter
I received good advice and got what I needed.

Reply from Quilter
easy to use website with great customer service. You speak to a person in Sunderland, not the otherside of the world, who is pleasant and helpful.

Reply from Quilter
An update on my review from last week. Even though we had been assured by Quilter the money would be transferred in a couple of days, we are still waiting. The whole process has already taken a month so far and my new SIPP provider have had no communication from Quilter. Appalling lack of care for their customers. Will be transferring my parents pension out from Quilter, as have lost faith with Quilter.

Reply from Quilter
As ever, great service by Quilter. probably best of all, you are dealing with UK based agents that listen, pay attention and resolve questions quickly and efficiently

Reply from Quilter
Quicker phone response and clearer direction of calls. Warning of tax implications, unclear what the net value of withdrawals is going to be, resulting in surprise of the amount of deductions

Reply from Quilter
Don't use them. They make no connection between how important your money is to you and their process. Quilter are not set up to deal with external customers. They can only deal with a paid by you adviser because of process. It can take two days to respond to enquiries or by email they don't reply at all - while your money sits there doing nothing you want it to. I gave written instructions that went nowhere. I was given advice on process that proved to be wrong in moving a pension and have to wait 48 hours for a response. Escalation is also poor. I am moving and will make a loss doing it.

Reply from Quilter
Pension rules are too complicated for mere mortals. I needed good advise and support, and received this from a brilliant Quilter adviser. The excellent advise was followed by timely actions, provided by very able support people. The platform is useful and supports the actions of the team, storing documents etc, saving the flurry of paper usually part of the process. An excellent user experience.

Reply from Quilter
Very clear Very accessible coms. Very efficient and effective at business.

Reply from Quilter
So far so good . Keep you updated and have good communication

Reply from Quilter

Reply from Quilter
I feel safe with Quilter, they are a reputable company.

Reply from Quilter
Always been a very good company to deal with, if there's a problem it's quickly sorted on the phone by a real person.

Reply from Quilter
Quilter is a professional service. The app is easy to use, if I need to contact them, they are very informed and help me carry out each step to whatever it is I ask them about

Reply from Quilter
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