Quilter Cheviot Opiniões 851

TrustScore: 4.5 em 5

4,7

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

Myself and my partner have been given great advice and support in our financial decisions in retirement. We have now got a plan we are happy with and going forward we can enjoy ourselves !!

A empresa respondeu

Classificada 5 em 5 estrelas

We were referred to Quilter Cheviot via my company pension scheme.I am pretty ignorant in the world of pensions,my husband better than me!However it is now 2 years of having their guidance and advi... Ver mais

A empresa respondeu

Classificada 3 em 5 estrelas

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... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

Financial advisor was honest about the risks of investing and didn't make false promises. He took on board my concerns and explained how and where my money would be invested in language I understood.... Ver mais

A empresa respondeu

Informações sobre a empresa

  1. Serviço de investimentos

Sobre Quilter Cheviot

Escrito pela empresa

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

Escrito pela empresa

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."

Informações de contacto

4,7

Excelente

TrustScore: 4.5 em 5

851 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Na Trustpilot, focamo-nos em conteúdo criado por pessoas reais. Ainda assim, esta empresa pode usar a nossa ferramenta de respostas assistida por IA, para ajudá-los a redigir respostas.

Como esta empresa usa o Trustpilot

Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.

Na Trustpilot, as empresas não podem oferecer incentivos ou pagar para esconder opiniões. As opiniões pertencem a cada um dos utilizadores e não à Trustpilot. Saber mais

Classificada 5 em 5 estrelas

Always amazingly helpful

Always amazingly helpful, with good advice 24/7

15 de abril de 2026
Opinião espontânea
logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Hi there, thank you for taking the time to leave a review! I'm glad you're happy with the support and advice you receive from us - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Always helpful

Always helpful. Inspire confidence. Information easy
to understand.

26 de março de 2026
Opinião espontânea
logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Judith, thank you for taking the time to share your feedback. I'm happy to hear that our team is helpful and inspires confidence with easy to understand information - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Myself and my partner have been given…

Myself and my partner have been given great advice and support in our financial decisions in retirement. We have now got a plan we are happy with and going forward we can enjoy ourselves !!

26 de março de 2026
Opinião espontânea
logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Karen, I'm happy to hear that the advice and support provided has helped you both in making financial decisions for your retirement. I'm glad you're happy with the plan and hope you continue to enjoy yourselves! Thank you for taking the time to leave a review - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Relatively a new client of Quilter

Relatively a new client of Quilter
Several months in and Aisha Ahmed, and the team delivering excellent service overall !

24 de março de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Jill, I'm happy to hear that you've had an excellent experience with our team. I appreciate you taking the time to share your positive feedback with us - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Excellent service made to feel we were…

Excellent service made to feel we were important. Easy to contact and very friendly professional team.

22 de janeiro de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Debbie, I'm so happy to hear that you feel valued and that our team was easy to reach, friendly, and professional. This is exactly what we strive for, so I'm grateful to you for sharing your positive experience! - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Have been using Quilter for many years…

Have been using Quilter for many years and the support I get from my financial advisor and her team is wonderful.

11 de fevereiro de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Mr Stacey, I'm happy to hear that you've had such a positive experience over the years. Thank you for sharing your feedback! - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Good service

Good service. Easy to communicate with. Consistency in who you're dealing with. Good value. Adaptability within the type of portfolio. Polite pleasant personel. Smooth functioning and level-headedness.

4 de fevereiro de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Helen, thank you for all the kind words! I'm glad we're ticking so many boxes for you and rest assured, we will continue to do what we can to maintain that for you - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Superb investment and wealth management…

Superb investment and wealth management strategies.

4 de fevereiro de 2026
Opinião espontânea
logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Hi there, I'm happy to hear that you find our investment and wealth management strategies superb. Thank you for your positive feedback! - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Fantastic service

Very professional and friendly service. Delighted to be with them

4 de fevereiro de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Mary, I'm delighted to hear that you are delighted with us! I'm glad you find our service professional and friendly, thank you for leaving such great feedback - Baz @ Quilter Cheviot

Classificada 4 em 5 estrelas

Wry professional and responsive services

Wry professional and responsive services

4 de fevereiro de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Paul, I appreciate you taking the time to share your feedback. I'm glad you found our services professional and responsive - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

My 12 years with QC

Personal support and face to face meetings with the same QC staff has enabled me gain a high level of trust. Performance of investment has met my expectations in turbulent times

29 de janeiro de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Hi Dave, I'm happy to hear that we have been able to earn your trust over the years and I'm glad that your investment performance has met your expectations. Thank you for taking the time to leave a brilliant review - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Quilter are highly recommended

Excellent financial and investment advice and services. Very professional team making me as a client feel highly valued.

28 de janeiro de 2026
Opinião espontânea
logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Alan, I'm happy to hear that you feel valued and that our financial and investment advice met your expectations. Thank you for your positive feedback! - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Ongoing confidence throughout the lows as well as the highs.

Have been using Quilter Cheviot for over 7 years now. On my second Investment Manager as the first one changed roles. Handover was managed well so that I didn't feel I was just left with a complete stranger managing the funds that were designed to make my entire retired life comfortable. My new Investment Manager (around 5 years now) also made some changes to my portfolio to remove things I didn't have any confidence in and subsequent correspondence. He gives me a quarterly update, as well as me knowing I can drop him an email (or call) any time and it will be dealt with. At one time when the market slumped badly, he talked me round from my panic as to whether we should be withdrawing to minimise any further losses and assured me that "riding out the crisis" was the best thing and why. It recovered well and my confidence in Quilter has remained strong. Although the fees aren't the cheapest, they're far from some of the more expensive firms and I feel that the confidence I have in Quilter (and specifically my Investment Manager) to manage my portfolio without any input from me is worth it.

28 de janeiro de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Amanda, where do I even begin? This is such fantastic feedback, thank you for taking the time to leave it! I'm so pleased you have maintained long-standing trust in our services. It's great to hear that the handover to your new Investment Manager was well managed and that you could benefit from the ongoing support and communication.

I'm also glad your Investment Manager was able to reassure you during a challenging time in the market. Thank you for sharing your experience - Baz @ Quilter Cheviot

Classificada 4 em 5 estrelas

My pension Pot doing ok when compared…

My pension Pot doing ok when compared to other companies

28 de janeiro de 2026
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Resposta da Quilter Cheviot

Dear Karen, thank you for taking the time to leave a review and for letting us know how your pension investment is doing in relation to other companies - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

My investments perform well even under…

My investments perform well even under challenging global circumstances.

28 de janeiro de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Dear Anna, I'm pleased to know your investments are performing well, thank you for taking the time to leave feedback - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Quilter Cheviot our guiding light

Quilter Cheviot are highly valued as financial planners, their approach to clients and customers is first rate and from our personal experiences I would highly recommend their services to both friends and family without hesitation.

27 de janeiro de 2026
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Resposta da Quilter Cheviot

Dear Martyn, thank you so much for taking the time to leave such fantastic feedback! We'll do what we can to continue to shine brightly for you - Baz @ Quilter Cheviot

Classificada 5 em 5 estrelas

Personal review

The ongoing help of our advisers and the online app are the main benefits in my experience.

5 de janeiro de 2026
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logótipo da Quilter Cheviot

Resposta da Quilter Cheviot

Hi Jeremy, I'm glad you are happy with the support from your advisers and you find the online app beneficial. Thank you for taking the time to leave a review! - Baz @ Quilter Cheviot

Classificada 2 em 5 estrelas

Follow up didnt happen after meeting

Follow up didnt happen after meeting, implementing a system where questions posed were logged and checked off might help but this isnt my area of expertise

9 de outubro de 2025
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Resposta da Quilter Cheviot

Hello Christopher, thank you for sharing your feedback - it’s invaluable in helping us improve. I’m sorry you didn’t receive the follow up you expected after your meeting.

I believe I have located your details from a recent survey and I am following up with your financial planning team. If you’d prefer to contact me directly, please email digitalfeedback@quiltercheviot.com

- Baz @ Quilter Cheviot

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