Financial Planning

Quilter Private Client Advisers treats every financial journey as unique. They have a dedicated team focused on delivering a truly personalised service, always holding clients' interests at heart. They follow a holistic approach that enables them to develop a lifelong financial plan for clients, based on individual finances and aspirations. They offer a wide range of advice including, but not limited to, first home purchases, considerations around retirement and passing on wealth.

Quilter Private Client Advisers also works alongside both Quilter Cheviot, its sister company and award-winning discretionary fund management firm, and many professionals involved in managing clients' financial affairs, to help them deliver a comprehensive service.

Investment Management

Quilter Cheviot is one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, managing bespoke investment portfolios for individuals and families for generations. Quilter Cheviot has over 36,000 clients and £25.9 billion of AUM (as at 31 March 2023).

Each client is assigned an experienced, dedicated Investment Manager who will create and manage their investment portfolio to help them achieve their own specific goals at every life stage. Their investment Managers have an average of over 16 years’ industry experience, with over 10 years at Quilter Cheviot.

Quilter Cheviot's Investment Managers are supported by one of the largest in-house research teams in the discretionary industry, consisting of 22 analysts covering equity, fixed interest and collective (fund).