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.
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.
Stay safe from scams
Protecting your investments from fraudsters is of utmost importance to us. Find out what measures we have in place to help combat fraud and cybercrime, and the simple steps you can take to help keep you safe from scams and fraud.
Stop and think: emails impersonating Quilter employees
Like other financial services companies, Quilter is seeing a rise in fraudsters who are emailing customers pretending to be our employees. These emails can look convincing therefore we’re encouraging all customers to pause and double check any emails. Find out what to look out for