Our advice network
Quilter Financial Planning supports over 1,300 appointed firms in the UK and is home to some of the fastest-growing, most progressive advisory firms in the UK. These advisers are fully qualified professionals in their field and will provide you with the professional advice and support you need to achieve your financial goals.
Advisers partner with us to help them run and grow their business profitably and sustainably.
Bespoke portfolio management
Whether you are investing for retirement, your family or have ethical preferences that you want managed, we have the expertise to help you. Quilter Cheviot is a leading discretionary investment manager which offers bespoke portfolio management services to more than 36,000 clients, managing £28.8 billion* assets on their behalf.
When you invest with Quilter Cheviot, you receive a highly personalised service from a dedicated investment manager.
*as at 30 September 2024
Investment platform
Our investment products and the online Customer Centre are provided by our investment platform business.
We work closely with financial advisers to provide you with:
- flexible products and exclusive investment solutions
- quick and easy access to your money
- instant updates through your online Customer Centre.
Investment portfolios
Quilter Investors specialises in the creation and management of multi-asset investment portfolios. We understand that your investment needs can change and evolve over the course of a lifetime, which is why our experienced team has designed a range of portfolios that cater for different risk and price levels to meet your particular needs.
