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Why choose us?

We’re committed to helping you and your family prosper.

Managing your wealth with Quilter

When it comes to money matters, you want peace of mind. You want to know that your wealth is well looked after at every stage of your life. That’s where we can help. For decades we’ve helped our customers grow, protect, enjoy, and pass on their wealth. And we’ve achieved this based on three very simple benefits that we offer our customers:


We believe in the value of financial advice. Our flexible investment solutions are only available via a financial adviser or planner, ensuring they’re the right choice based on your needs and goals.


From financial products to investment funds and portfolios, we’re proud to provide a comprehensive range of solutions suitable whether you’re looking to grow, protect, enjoy, or pass on your wealth.


With easy-to-understand products and services, helpful financial advice, and an award-winning online account to manage your investments, you’ll feel more in control of your wealth at Quilter.

Don’t just take our word for it

Quilter is rated highly, thanks to our customer reviews on Trustpilot. Look at what our customers have to say about working with us directly or via their financial advisers.

Read our reviews
I am a new customer to Quilter and so far, they have kept me informed with everything, I am looking forward to my future with the help of Quilter.
26th October 2022 Stephen Parker, GB, Quilter Customer

Our purpose and beliefs

When you choose Quilter, you’re choosing more than a wealth manager, you’re choosing a company that cares. We exist to help create prosperity for the generations of today and tomorrow. That means putting you first. Putting you at the heart of everything we do. And to do that, we’re guided by a set of principles that underpin how we operate.

Accessible trusted advice

You're more likely to reach your financial goals if you receive financial advice, so we make it easy for people to access advice services.

Expertly tailored solutions

Too many options can be confusing. We offer bespoke solutions based on your individual goals and needs, making your choices easier and smarter.

Simple to understand

When delivering expert investment solutions, we aim to make all our services and products clear, accessible, and easy to understand.

Valuable customer service

Our award-winning services should always offer good value. We deliver excellent service and fair charges to help you grow your money.

People before profit

We are focussed on supporting our people and the broader society through our charitable foundation and by being a responsible business.

Our awards

Financial adviser service awards winner, Investment Providers Quilter
AdviserAsset 7 year platinum rating - Defaqto expert rated 2022 - AKG B+
Defaqto Gold Pension Service, Defaqto Gold Investment Bond Service