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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The financial advisor we were allocated, cancelled our appointment at last minute which was fine....however prior to the meeting, I had sent all our personal information to him. Since then I have asked for the meeting to be rearranged and he has totally ignored my emails. Very disappointed and feeling vulnerable that he has my personal information.

Reply from Quilter
this was a decision to invest a considerable amount of money in my pesnion, and working against a deadline. Quilter carried out the task quickly and without unnecessary fuss.

Reply from Quilter
I wanted a safe but worthwhile place to invest savings, with Quilter I have this. Its easy to access and interact with so you feel like you are not an outsider in this world. I have been with them for many years now and thankful that I acted on a recommendation of a work colleague. Yes things go up and down with the world as it is but long term this is a good place to invest.

Reply from Quilter

Reply from Quilter
Matt my adviser was professional and really helpful throughout the advice process and is always on hand to discuss my needs. We always discuss any changing circumstances at our reviews and he helps me at every stage.

Reply from Quilter
I decided to move my ISA because charges were significantly higher than elsewhere. The process was slow and Quilter appeared obstructive during this time. Once the paperwork was complete and the holding was being held in cash it still took over a week to move the money across.
At the start of the process I attempted an In Specie transfer and while the holdings were available to the other provider the transfer could not be made because of Quilter's incompatible transfer process.
It took some doing but I am glad I moved on

Reply from Quilter
I always get to speak with an agent and find the staff helpful and informative.

Reply from Quilter
Quilter. As a company supposed to manage my pension fund they do not perform at all. The way I see it recently my funds have been in negative growth, this is even when the stock market has seen growth of around 15%, this coupled with monthly charges it seems to me they are being paid to mismanage my funds.
LOOK FOR ANOTHER PENSION FUND MANAGEMENT COMPANY

Reply from Quilter
Quilter are easy to deal with and have a great record with investments

Reply from Quilter
Perhaps this company is too large to actual handle a small investor. While it is a polite experience there seems to be an automated system that cannot be overridden by the helpful customer representative

Reply from Quilter
Quilter has been my go-to provider for my ISA and Pension for many years and I have found them to be extremely professional and courteous.
The systems are very easy and the app and website very easy to interact with

Reply from Quilter
From the very start, our advisor made it clear that he is happy to a seer any questions. And we had a lot of them! He patiently a seated each one and we feel that we are in very safe hands.

Reply from Quilter
The app and email communication makes it easy to see my finances and how well my investments are doing. The process to draw down is straightforward

Reply from Quilter
Makes it so difficult to make withdrawal, it’s my money not yours. Unfortunately I had to change to quilter from royal London due to Ifa changes. What a difference between the 2. Ok quilter has some neat app technology but the process of withdrawal is frankly awful. Previously a request was actioned within 5 days now it takes 10-15 if you lucky. On the last occasion it the silly link they send you after 15 minutes on the phone to them was incorrect. Never received the forms via email as requested. I recommend if you happy with your current provider stick with them..

Reply from Quilter
Quilter has been a life saver when it comes to the security and safety of the financial side of my life can’t stress enough how great they have been to work with, may it continue to grow my families security and future…
I would recommend them to all looking to secure the financing and saving.

Reply from Quilter
I have been with Quilter for years and they have provided excellent Financial service

Reply from Quilter
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