Skip to main content

The Quilter companies

We deliver our services through a number of businesses which make up the Quilter group of companies.

Our advice businesses

Navigate complex financial matters with ease

When your financial affairs are comprehensive and entirely unique, you need a team of financial experts to provide advice as individual as you are. 

Our specialist financial advisers work alongside dedicated investment managers to provide a clear way forward, through tailored financial planning. 

Quilter Cheviot Financial Planning (formerly Quilter Private Client Advisers) are here to help.

Quilter Cheviot Financial Planning

Our advice network

Quilter Financial Planning supports over 1,300 appointed firms in the UK and is home to some of the fastest-growing, most progressive advisory firms in the UK. These advisers are fully qualified professionals in their field and will provide you with the professional advice and support you need to achieve your financial goals.

Advisers partner with us to help them run and grow their business profitably and sustainably.

Quilter Financial Planning

Bespoke portfolio management

Whether you are investing for retirement, your family or have ethical preferences that you want managed, we have the expertise to help you. Quilter Cheviot is a leading discretionary investment manager which offers bespoke portfolio management services to more than 36,000 clients, managing £28.1 billion* assets on their behalf.

When you invest with Quilter Cheviot, you receive a highly personalised service from a dedicated investment manager.

*as at 31 March 2024

Meet Quilter Cheviot
News and views

Investment platform

Our investment products and the online Customer Centre are provided by our investment platform business.

We work closely with financial advisers to provide you with:

  • flexible products and exclusive investment solutions
  • quick and easy access to your money
  • instant updates through your online Customer Centre.
Explore the benefits of investing with Quilter

Investment portfolios

Quilter Investors specialises in the creation and management of multi-asset investment portfolios. We understand that your investment needs can change and evolve over the course of a lifetime, which is why our experienced team has designed a range of portfolios that cater for different risk and price levels to meet your particular needs.

Quilter Investors

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.