Quilter Cheviot Reviews 824

TrustScore 4.5 out of 5

4.7

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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the professionalism, friendliness, and thoroughness of the staff. Consumers appreciate the clear and easily understandable explanations provided, which help them make informed decisions about their investments. Many reviewers highlight the proactive approach of the advisors, who take the time to understand individual goals and needs, setting out realistic plans to achieve them. People feel valued and supported, with advisors being readily available to answer questions and address concerns. The prompt response times and regular updates are also highly appreciated. Furthermore, reviewers express confidence in the company's ability to manage their investments effectively, even in challenging economic times, leading to satisfaction with the value for money received.

Based on these reviews

Rated 5 out of 5 stars

I have been very happy and confident with the advise I have received from my investment manager and team through many years. They are always friendly, helpful and responsive to any needs. I am impr... See more

Company replied

Rated 5 out of 5 stars
Invited

Excellent service and everything explained in an easy and understandable way. Feel very well looked after financially and my money has been invested very well.

Company replied

Rated 5 out of 5 stars
Invited

In our experience QC are always professional, helpful and friendly. They are very responsive to our needs and communicate very well. We have all had to cope with significant global economic issues and... See more

Rated 5 out of 5 stars
Invited

This company values it's clients as real people who may experience changes in their life and their needs. They are kind supportive and very responsive and I've always found their advice easy to unders... See more

Company replied

Rated 3 out of 5 stars
Invited

My investment with Quilter was made in order for my investment to be safe and profitable. This has not happened. I understand that the financial markets go up and down . My investment has only gone... See more

Company replied

Rated 4 out of 5 stars
Invited

The majority of my interactions with Quilter have so far been through my dedicated Financial Advisor who I find to be extremely knowledgeable but has the ability to explain things to me in a way that... See more

Company replied

Rated 5 out of 5 stars
Invited

I would highly recommend Quilter for looking after investments; they have done a great job for me over the years. Their advisors are friendly and approachable; and they make sense of complex financial... See more

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Rated 5 out of 5 stars

I was very impressed at the time and consideration Shenil gave to understand my financial situation. Everything was clearly explained which in my case meant a lot! I am really pleased I now have s... See more

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Rated 5 out of 5 stars
Invited

The teams helping with my investments and general financial planning could not be more helpful and informative. I know if I have any questions they will get back with answers really quickly. I feel v... See more

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Rated 5 out of 5 stars

James Jackson, financial adviser at Quilter, has given sound advise to myself and taken the necessary action with my portfolio to resolve a financial problem l could not see my way out of. He went out... See more

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Rated 5 out of 5 stars
Invited

We are new investors and Quilter have made the process so easy. The financial results have been far better than we ever imagined.

Company replied

Rated 5 out of 5 stars

My financial adviser Shanil Patel has taken the time to understand my goals and needs, he has set out a realistic plan to help me achieve this. There was no pressure in signing up to his service, in f... See more

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Rated 5 out of 5 stars
Invited

When my husband passed away in 2019 I was living in France and it was very complicated trying to sort out my finances. Quilter were extremely helpful and I was very grateful that they made a difficul... See more

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Rated 5 out of 5 stars

Quilter have been looking after our pension plans & investments for quite a few years. Ash always makes us feel he has our best interests at heart. Our annual review is always explained in a way th... See more

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Rated 5 out of 5 stars
Invited

As someone who tends to be somewhat financially naive I/we have always appreciated the friendly and sound advice we have been given by Quilter and their ‘forebears’ going back in my case to WG Holm... See more

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Rated 5 out of 5 stars
Invited

Professional yet personal. My FA, Kelly Ansell, has taken the time to understand my particular needs and concerns. I am a young widow, which comes with trauma and fear about my situation and of course... See more

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Rated 5 out of 5 stars
Invited

I have always enjoyed a friendly yet professional service from Quilter Cheviot. My advisor explains things very clearly and if I don’t quite follow anything, he patiently explains again. I trust his j... See more

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Rated 5 out of 5 stars

I have been so pleased with both the service and financial results since QC have been handling my investments. The communication from Nigel and Adam is excellent and they are both incredibly prompt wh... See more

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Rated 3 out of 5 stars
Invited

This is difficult, it is far too early to make any judgements, we are planning for 10 or 15 years so how can anything worthwhile be said after just few months. In 10 years time, my comments will be... See more

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Rated 5 out of 5 stars

As always the information delivered by Mr. Mike Allen was clear and made layman’s terms that were easily understood. The advice that was provided was extremely helpful and pointed me in the correct d... See more

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Rated 5 out of 5 stars

Pensions are a enigma to me, I am in the public sector so it should be simple, but it is not! However, despite this I gleaned more knowledge and options in a 30 minute discussion with Neil than I ha... See more

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Rated 5 out of 5 stars
Invited

I’ve received excellent support from my financial adviser and investment manager. I know my funds are in excellent hands and I know exactly what is going on. A really good business to put your trust i... See more

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Rated 5 out of 5 stars

Mike (Allen) is a very professional advisor who calmly provides information & guidance re our investments. It is always a pleasure to talk to Mike & he gives us total confidence that our policies are... See more

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Rated 5 out of 5 stars
Invited

Quilter Cheviot have been extremely helpful during all aspects of opening and handling our account with them. We have not been with them very long but so far are very pleased with their service advice... See more

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Rated 4 out of 5 stars
Invited

My Investment Manager is knowledgeable and proactive. At our review meetings every 6 months he provides insightful and thought provoking perspectives on the investment climate which informs my decisi... See more

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Rated 5 out of 5 stars
Invited

I have been very happy with QC managing the small trust, of which I am a trustee. The quarterly valuations are very informative, fully detailed and easy to interpret. They make the annual tax retu... See more

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Rated 5 out of 5 stars

I am very happy with the advice ,recommendations and service I recieve from my Financial Advisor at Quilter,Jan Thompson. Jan has got to know me and understand me over the years I have been with... See more

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Rated 5 out of 5 stars

In this difffercult turbulent world I have found Quilter Cheviot to be be constant. They have looked after my Portfolio for over 10 years. During that time the financial markets have been volatile... See more

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Rated 5 out of 5 stars
Invited

Impartial financial advice, listening to what client wants. Fees explained well - you get what you pay for. Have seen some attempts to rubbish them on Facebook, and noted a large number of people ju... See more

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Rated 5 out of 5 stars
Invited

The results speak for themselves! High quality, professional advice delivered in a very friendly and easy to understand manner. I am delighted with the return on my investment thus far. The app enable... See more

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Rated 5 out of 5 stars
Invited

Since Quilter Have Had My Pension Portfolio They Have Been Able To Provide Very Good Financial Advice. And Continued In These Difficult Time To Keep My Portfolio Growing Despite Paying A Yearly Pensi... See more

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Rated 5 out of 5 stars
Invited

Both myself and my wife get a great service from our Quilter team and we have stayed with them through many iterations as they have been our advisors since 1985. I think they provide excellent servic... See more

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Rated 4 out of 5 stars
Invited

I am happy to recommend QC to friends. My managers and the service are first class and the investment return has been reliable in tough times. A few problems accessing the new website, but all now res... See more

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Rated 4 out of 5 stars
Invited

We get clear communication with changes to the markets regarding world events. Regular updates with our advisor. We can contact him whenever we need so we feel secure and can see how our investments... See more

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Rated 5 out of 5 stars
Invited

The staff were very professional friendly and thorough. It was reassuring to know that highly competent people are managing my money. I also think they are very proactive in seeing your needs. All rou... See more

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Rated 5 out of 5 stars
Invited

Sam has helped me grow my pension net worth through his company’s management and experience. I can’t hesitate to recommend them strongly enough.

Company replied

Rated 5 out of 5 stars
Invited

The people I have dealt with, make this company. My advisor and his assistants are very approachable. Deal with my questions, and action my requests in a timely and professional manner. Thank you... See more

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Rated 5 out of 5 stars
Invited

It is our experience over many years, not one event, specifically the service provided by Stuart Griffiths and backed up by Quilter. Keep up the good work.

Company replied

Rated 5 out of 5 stars
Invited

The service provided by QC in managing my SIPP investment for the last six years has been proved to be most beneficial. I would recommend them without any reservation.

Company replied

Rated 5 out of 5 stars
Invited

My portfolio is well managed and has performed well despite the challenging global environment of the last few years. Communication is excellent and the strategy has been clearly explained. The app i... See more

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Rated 5 out of 5 stars
Invited

Very knowledgeable, proactive and reactive to queries. The team are always ready to help and advise. There is a depth of understanding to all of them as to clients needs.

Company replied

Rated 5 out of 5 stars
Invited

My advisor Robin is always on hand to help and is both friendly and professional. Quilter updates are very regular and clear and the app is very easy to navigate.

Company replied

Rated 5 out of 5 stars

I am I 90 years old and my stock broker will see me any time I ring him and he explains everything so well . I do not ring him often but knowing I can makes big difference.

Company replied

Rated 4 out of 5 stars
Invited

My financial adviser, Megan has been particularly helpful and patient and now, whilst she is on maternity leave, Henry is following in her footsteps.

Company replied

Rated 5 out of 5 stars
Invited

Quilter Cheviot are a thoroughly professional and highly competent team. Everyone I have dealt with has shown a total understanding and knowledge of their particular specialism and is able to share th... See more

Company replied

Rated 5 out of 5 stars
Invited

Our Personal advisor over the years has been very helpful with good advice.

Company replied

Rated 5 out of 5 stars
Invited

My advisor is always concise and to the point Setting out possibilities to me and making sure I understand them

Company replied

Rated 4 out of 5 stars
Invited

My personal advisor is professional, yet friendly & very clear with his,advice & explanations.

Company replied

Rated 5 out of 5 stars
Invited

The Advisor was very patient, knowledgable and patient.

Company replied

Rated 5 out of 5 stars
Invited

Good communication, prompt answers to queries and action on requests.

Company replied

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Company details

  1. Investment Service

About Quilter Cheviot

Written by the company

We are one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations.

We are focused on helping you invest for a lifetime of opportunities and challenges, and are trusted by over 36,000 clients to manage £30 billion of assets under management (as at 30 June 2025).

Our investment managers have an average of over 16 years’ industry experience, with over 10 years at Quilter Cheviot.

Click to get in touch.

Approver Quilter Cheviot Limited 23/08/2023.

Capital at risk.

Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB, is a member of the London Stock Exchange and is authorised and regulated by the UK Financial Conduct Authority, Registration Number 124259, and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.

Our personal approach

Written by the company

John Goddard, Chief Executive Officer
"Our focus is on helping you invest for a lifetime of opportunities and challenges. When clients appoint us as their Investment Manager, they can expect us to take care of their wealth. For each client, this means something different. This level of individual attention is increasingly rare but defines the standard of personal service we provide to every one of our clients."

Contact info

4.7

Excellent

TrustScore 4.5 out of 5

824 reviews

5-star
4-star
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2-star
1-star

Replied to 100% of negative reviews

Typically replies within 1 week


Rated 5 out of 5 stars
Invited

Professional helpful and responsive.

In our experience QC are always professional, helpful and friendly. They are very responsive to our needs and communicate very well. We have all had to cope with significant global economic issues and geopolitical upheaval but we feel we are in good hands in the continuing advice we are receiving from QC looking to the years ahead in the management of our portfolio.

October 17, 2025
Rated 1 out of 5 stars

A very simple Pension Fund Withdrawal…

A very simple Pension Fund Withdrawal has been an absolute nightmare. From signing & returning the papers to set the ball in motion it is now almost 7 weeks for the transaction to get to LV for completion & payment into my account.
Shocking service from a multi National company which is not the first time I have experienced this.

September 2, 2025
Unprompted review
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Andrew, thank you for taking the time to leave a review. I am truly sorry to hear about the experience you’ve had with your pension withdrawal.

I can understand how frustrating delays like this can be, particularly when it comes to accessing funds. I recognise that this shouldn’t result in the kind of experience you’ve described. We strive to deliver the best possible service, so I extend my apologies if we have fallen short in this case.

Although I believe I may have identified your case, I don’t have enough detail to be certain. If you are comfortable sharing a few more details, please feel free to get in touch with me directly at digitalfeedback@quiltercheviot.com so I can investigate further.

Baz @ Quilter Cheviot

Rated 4 out of 5 stars
Invited

Satisfied with the service. The majority of my interactions with…

The majority of my interactions with Quilter have so far been through my dedicated Financial Advisor who I find to be extremely knowledgeable but has the ability to explain things to me in a way that I can understand easily. I have had my investment with this company for a number of years now and I am very satisfied with the service they have provided.

October 15, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Hello, I'm very pleased that you are satisfied with the service, as well as the knowledge and communication from your Financial Planner. Thank you for taking the time to leave a review - Baz @ Quilter Cheviot

Rated 4 out of 5 stars
Invited

My personal advisor is professional

My personal advisor is professional, yet friendly & very clear with his,advice & explanations.

October 14, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Judith, I'm pleased you are satisfied with the professionalism, friendliness and communication of your Financial Planner. Thank you for taking the time to leave a review - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

Good communication

Good communication, prompt answers to queries and action on requests.

October 13, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Mr Hughes, I'm glad you are satisfied with the communication and the promptness in regards to answers provided and action taken. Thank you for leaving such great feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

Excellent service and everything…

Excellent service and everything explained in an easy and understandable way. Feel very well looked after financially and my money has been invested very well.

October 12, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Hello, I'm glad to hear you find our service to be excellent and are satisfied with the communication. It's reassuring to know you can have peace of mind about your investments, which is one of the things we strive for. Thank you for taking the time to leave such nice feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

I definitely recommend Quilter Cheviot

I have been very happy and confident with the advise I have received from my investment manager and team through many years.
They are always friendly, helpful and responsive to any needs. I am impressed how my portfolio has continued to grow through increasingly difficult times in the world.

October 11, 2025
Unprompted review
Quilter Cheviot logo

Reply from Quilter Cheviot

Hi there, I'm pleased to hear you've been happy with the advice, support and responsiveness from our people and glad you know you are satisfied with the performance of your portfolio. Thank you for taking the time to leave a review - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

New investors

We are new investors and Quilter have made the process so easy. The financial results have been far better than we ever imagined.

October 6, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Carl, I'm so pleased to hear our people have helped make the investing process feel so easy. I'm glad you've been satisfied with the results. Thank you for leaving such fantastic feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

The Advisor was very patient

The Advisor was very patient, knowledgable and patient.

October 6, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Alison, I'm glad you found the Financial Planner patient and knowledgeable. Thank you very much for taking the time to leave a review - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

Our Personal advisor over the years has…

Our Personal advisor over the years has been very
helpful with good advice.

September 30, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Hi Roy, I'm glad you have been happy with the advice and support over the years. I really appreciate you taking the time to share your positive experience! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

Our advisor has been personable,patient…

Our advisor has been personable,patient and available.

September 29, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Linda, I'm happy to hear that our Financial Planner was helpful, patient, and accessible. Thank you for your feedback and for sharing your experience! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

I'd recommend them whole heartedly

This company values it's clients as real people who may experience changes in their life and their needs. They are kind supportive and very responsive and I've always found their advice easy to understand so I can come to the right decisions for myself and my family.

September 23, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Priscilla, I really appreciate you sharing your experiences. It's wonderful to hear that our team has been supportive and responsive to your family's needs. I'm glad our advice is easy to understand and has helped you make the right decisions for you and your family.

Thank you for taking the time to leave such wonderful feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

My advisor is always concise and to the…

My advisor is always concise and to the point
Setting out possibilities to me and making sure I understand them

September 22, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Frances, it's great to hear you are happy with the advice and the way it is communicated to you. Thank you for taking the time to leave feedback - Baz @ Quilter Cheviot

Rated 3 out of 5 stars
Invited

My investment with Quilter .in…

My investment with Quilter was made in order for my investment to be safe and profitable. This has not happened. I understand that the financial markets go up and down . My investment has only gone down so naturally I am disappointed. If and when it goes back to its original value I will be satisfied. If it goes to more than my investment I will be happy.

September 22, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Hello, thank you for sharing your feedback. I’m sorry your investment hasn’t met your expectations so far and I can understand your dissatisfaction.

I know your adviser will already be aware of your circumstances, but I’ve passed your feedback on to them as well, so they can continue to support you and review how best to help you moving forward - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

Very professional in their service and…

Very professional in their service and nice people.

September 15, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Peter, I appreciate your kind words and I'm glad that you were pleased with our service and people. Thanks! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

Everything about the experience was…

Everything about the experience was down to earth

September 15, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Hi Don, I'm glad you were satisfied with the overall experience and am grateful to you for leaving feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars
Invited

Contented customer

Detailed analysis of my investments have made my life much easier

September 15, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Patrick, I'm happy to hear that our people have helped make your life easier. Thank you for sharing your positive experience with us - Baz @ Quilter Cheviot

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