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:
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.
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.
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.
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.
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.
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.