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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Our experience in setting up our ISA accounts with Quilter has been very good. Efficient, clear and communicative. App looks excellent and easy to use. Have only just completed the initial set up process but thus far, very happy.

Reply from Quilter
As my doubt was cleared even though it took time

Reply from Quilter
Leaving aside the investment performance (which is good) what I value is the website just works. Easy to log on, easy to find what I want, easy to download and easy to navigate. Been using it for a few years now and it's consistently good. No need to look for a 'contact us' button because something hasn't been properly tested before release, or something is wrong. Reassuring and helpful.

Reply from Quilter
Very helpful and polite member of staff answered my questions and resolved my issue

Reply from Quilter
Everything is explained in clear and plain language and makes it easier to understand the whole process of investing.

Reply from Quilter
Very thorough and easy to complete questionnaire

Reply from Quilter
Quilter are a company I’ve been with for some 15 years or more. I would thoroughly recommend them if you are looking for a professional team

Reply from Quilter
I wanted to find out why my transfer documentation to another adviser had been delayed, and why, even though I had been told it would all be done in 48 hours the previous week, it had not been. I was none the wiser after the call, and just got "I can understand perfectly where you are coming from", which seemed at odds with the truth.

Reply from Quilter
Quilter have managed my investments very well for over ten years. Performance has been very good and Quilter work effectively to minimise loss during the unavoidable difficult times (eg during times when wars affect the financial markets).Communication is very good and transactions are carried out in a timely manner.

Reply from Quilter
Always quick and easy dealing with Quilter

Reply from Quilter
The person I spoke to was very knowledgeable, and patient while navigated the system, and talked me through the whole process. I wouldn’t hesitate to do it again.

Reply from Quilter
I wanted to drawdown a certain amount from my personal pension which involved stocks and shares during this tax year whilst switching my bank accounts and the transaction was completed accurately with time to spare.

Reply from Quilter
Very easy process to transfer money from my bank account into stocks & shares ISA managed by Quilter. Excellent communication from Quilter.

Reply from Quilter
Avoid avoid avoid they take your money and then tell you invest in vanguard!

Reply from Quilter
I've been using Quilter through my financial advisor for about 2.5 years now. My money is easy to access when I need it and I've set up a monthly income from the account. The app means I can see how my investment is performing. It's everything I could want and beats any bank I know of for the interest I receive

Reply from Quilter
The Quilter Financial advisor gave me Great advice regarding transferring my works pension to a Pension provider which has Guaranteed a Much Improved Pay out. The Financial advisor also recommended an ISA account which at the moment is providing a Good Interest Rate !

Reply from Quilter

Reply from Quilter
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