Give your clients the future they want
At Quilter, our products and services are designed to give you the confidence to achieve your client's vision through an expert choice of products, the convenience of being managed through an award-winning platform and the control of choosing the right product and fund for your client. Discover more about our range of wealth management products and services.
Our award-winning products
The CashHub, powered by Bondsmith
Cash savings accounts
The CashHub provides access to a curated marketplace of savings accounts, from a range of providers, offering competitive rates of return on cash savings. It’s a quick and easy way to effectively manage cash savings alongside Quilter investments with a single login.
Helping you plan their futures
Retirement
Plan a fulfilling and secure retirement for your clients and support them during their retirement thanks to our range of retirement solutions.
Trust Planning
Our extensive range of trust solutions can help your clients mitigate tax and give them control over how and when their wealth is distributed.
Helping you deliver good customer outcomes
Like all financial services firms, Quilter is required to clearly explain who our products and services are suitable for, and the value that we provide to customers. To help you complete your due diligence, we have produced all the governance information you’ll need about Quilter for your regulatory needs, covering both consumer duty and other regulations, such as MiFID II, that are now in the FCA’s rulebook.