Quilter Cheviot Reviews 895

TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Considering 169 reviews, reviewers overwhelmingly had a great experience with this company, often describing the investment service as first-class and reliable. Customers frequently highlight the helpfulness, professionalism, and approachability of the staff, who are praised for their ability to explain complex financial matters clearly and patiently. Many people feel valued and trust their advisors implicitly, appreciating the personalized attention and sound financial advice that considers their individual circumstances and goals. Reviewers are consistently satisfied with the service, noting excellent support, efficient processes, and positive financial results, with portfolios growing even in challenging times. However, some reviewers were not happy with the service, mentioning a simple pension fund withdrawal becoming a nightmare and describing it as shocking from a multinational company.

What people talk about most

Staff

Clients share positive opinions on staff, consistently describing them as considerate, cheerful, and helpful.... See more

Service

Customers had positive experiences with service, consistently reporting it as excellent, reliable, and... See more

Customer service

People report positive experiences with customer service, highlighting the helpfulness and responsiveness of... See more

User experience

Customers consistently note positive experiences with user experience, finding it very helpful and... See more

Value for money

Reviewers highlight positive aspects of value for money, consistently finding the investment service valuable... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Quilter Cheviot is a truly first-class investment service. My manager, Henry Flather, is simply a lovely chap who is always on hand to help, allay any concerns when markets take a dip and makes me fee... See more

Company replied

Rated 5 out of 5 stars

These people have been extremely helpful to me. I trust implicitly both my investment manager and financial advisor and their teams. Their value is far more when times are volatile and uncertain... See more

Company replied

Rated 5 out of 5 stars

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... See more

Company replied

Rated 5 out of 5 stars

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.... See more

Company replied


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

895 reviews

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Rated 5 out of 5 stars

Absolutely fantastic

Absolutely fantastic.

Initially was referred by a colleague whose opinion I respect. QC lived up to and then exceeded the recommendation.

My initial investment dealings were with Ben Murray in Belfast branch - excellent service, fantastic knowledge. As a result I engaged QC for further work - this time SIPP/commercial property with Zara Davis, incredibly helpful, professional and goes above and beyond to make things easier for you.

I'll now be recommending everyone to QC myself.

29 May 2025
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Reply from Quilter Cheviot

Thank you for taking the time to leave a review! We are pleased you are happy with the knowledge and service of our team members - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

Discretionary Fund Manager

Our Discretionary Fund Manager is always available and provides regular and clear updates.

29 May 2025
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Reply from Quilter Cheviot

Dear Mr Howard, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

It wasn't too long

It wasn't too long - but to review a review is a bit OTT!

29 May 2025
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Reply from Quilter Cheviot

Thank you for taking the time to leave a review! - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Nothing To add

No comments

29 May 2025
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Reply from Quilter Cheviot

Dear Nick, thank you for taking the time to leave a review! - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

Quilters have a very strong reputation

Quilters have a very strong reputation. I don’t honestly have much personal contact cut always professional and helpful.

29 May 2025
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Reply from Quilter Cheviot

Dear Mrs Goodwin, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

Precise and clear valuations

Precise and clear valuations, well laid out showing breakdown of funding and current values.

29 May 2025
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Reply from Quilter Cheviot

Dear Mrs Gabbatiss, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

could have more face to face and…

could have more face to face and telephone conversations to keep me informed and up to date

29 May 2025
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Reply from Quilter Cheviot

Dear Duncan, thank you for taking the time to leave a review! We have passed your feedback on to the relevant team. - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

James / Williams

We were treated respectfully. Everything was explained clearly with many opportunity to ask for clarification or questions . The staff were extremely helpful and consequent information provided has been useful

29 May 2025
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Reply from Quilter Cheviot

Dear Lynne, thank you for taking the time to leave a review! - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

Company has a very good employee base

Company has a very good employee base. Not all strictly business but take the time to get to know details of your family, hobbies and become a friend you can rely on

29 May 2025
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Reply from Quilter Cheviot

Dear Peter, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

clear & concise

It was clear & concise. Not too much detail where some would be irrelevant to me

29 May 2025
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Reply from Quilter Cheviot

Thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

Satisfactory Service

Great is a. superlative I would not use in this conext, adequate maybe.

29 May 2025
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Reply from Quilter Cheviot

Dear Neil, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

Choosing the right Investment Manager is key to your long term planning.

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 decision making. He has built trust and confidence to the point I am sure I made the correct long term decision to have my SIPP managed by QC.

29 May 2025
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Reply from Quilter Cheviot

Dear Graham, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

I am happy to recommend QC to friends

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 resolved.

29 May 2025
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Reply from Quilter Cheviot

Dear Denis, thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Honest clear advice and promises…

Honest clear advice and promises delivered

29 May 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Thank you for taking the time to leave a review! We are pleased to read that you are happy with our services - Alex @ Quilter Cheviot

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