Skip to main content
Search

Outstanding service

The service we provide advisers is focused on making your job easier, so you can provide an efficient service to your customers, allowing you to spend more time on doing what you do best – advice.

Our award-winning online investment platform

Online efficiency

  • Instruct business as quickly as possible
  • Manage your clients' assets more easily
  • Present your clients with an outstanding online service

This means you will handle and post less paper and make fewer telephone calls, ultimately saving you time.

Find out more

Track transfers online

Save time by checking the status of your clients’ transfers using our online Transfer report. Our user guide gives you top tips on how to get the most from this report.

Read the user guide

Investment expertise

Use the skills and knowledge of our investment experts who specialise in the creation and management of multi-asset investment portfolios. You can benefit from our extensive relationships with the industry's leading investment professionals, giving you and your clients access to strategies from fund management groups worldwide.

Discretionary Investment Management from Quilter Cheviot

For your clients who require a truly bespoke service, you can trust Quilter Cheviot, one of the UK's largest discretionary investment management firms, to design an investment strategy that complements the financial plan you have put in place for your clients.

Discover the Quilter Cheviot service

Digital signatures

Quilter’s approach to digital signatures means business can be submitted swiftly, with no postal delays.

Digital signatures