As the investment market has become more sophisticated, our range of clients and services has expanded. One thing, however, remains the same for every client – our dedication to helping you realise your financial goals.
How we work with you:
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Personal service
We believe in building relationships before portfolios. From the first meeting, you will always deal direct with your investment manager who understands you and your financial goals.
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One client, one contact
We do not split the roles of investment and relationship manager. Your Quilter contact also manages your portfolio so nothing is lost in translation.
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Regional office network
With our London head office and network of 12 regional offices across the UK, Ireland and Jersey, we are always within reach for face-to-face meetings.
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Rigorous investment process
When building your portfolio, we take into account a broad range of factors including your goals, the timeframe in which you aim to achieve them and the level of risk you are willing to take. We then develop a strategy to help you get where you want to be.
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Working with your advisers
If you have an IFA, solicitor or accountant, we can work closely with them to ensure your Quilter portfolio fits your overall financial strategy.
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Reporting back to you
Our reporting process has been recognised for its quality and clarity. We provide online access to your portfolio, a comprehensive six monthly report and year end summaries which are tax return friendly.