- Our flexible products and award winning investment solutions* are suitable for clients with a wide range of needs, and can adapt as those needs change throughout their lives.
- Our charges are clear, competitive and easy for your clients to understand, with eligible family members benefiting from a lower combined charge through family linking.
- Our scale allows us to negotiate access to the most competitive fund prices in the market on their behalf.
- We pre-fund all lump sum new business, switches and tax relief on pensions so their money is invested in the market for as long as possible.
- Clients can securely view their Quilter investments and documents in one place in our online Customer Centre. Clients can easily activate their account by visiting customer.platform.quilter.com/en-gb/User/CustomerRegistration/
- We are a strong and responsible business, providing consistently great service, tools and functionality that are built with clients’ needs at heart.
*Defaqto 2024 Diamond Rating – 5 Diamond Rating for WealthSelect Managed Portfolio Service