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 226 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness and positive attitude, making interactions pleasant and productive. The service provided is often described as excellent, with consumers noting the efficiency and ease of their overall experience. Many people appreciate the personalized and understanding approach of customer service, frequently highlighting it as exceptional. Reviewers are particularly impressed with the quick response times and the smooth user experience, finding great value for their money. However, some customers also noted issues with the service, mentioning that a simple pension fund withdrawal was an absolute nightmare and describing the service as shocking.

What people talk about most

Staff

Clients share positive opinions on staff, consistently highlighting their helpfulness, professionalism, and... See more

Service

Customers consistently note positive experiences with service. Many reviewers praise the proactive, friendly,... See more

Customer service

Reviewers mention positive feedback about customer service. Customers consistently praise the helpfulness and... See more

User experience

Users describe positive interactions with the overall user experience. Customers appreciate the clear and... See more

Value for money

Consumers find value for money to be positive. Many reviewers have used the service for many years,... 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

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 January 2026
Unprompted review
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Reply from 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

Rated 5 out of 5 stars

Personal review

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

5 January 2026
Unprompted review
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Reply from 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

Rated 2 out of 5 stars

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 October 2025
Unprompted review
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Reply from 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

Rated 5 out of 5 stars

Excellent team

Excellent team: Quilter Cheviot have helped me to make some very sensible retirement investments and always been very proactive in keeping me well informed.

30 December 2025
Unprompted review
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Reply from Quilter Cheviot

Dear Jim, I'm happy you've been pleased with the investment approach and the proactivity of communication. Thank you for taking the time to leave feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Good Experience

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. I'm very pleased with the performance over the past year.

10 November 2025
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Reply from Quilter Cheviot

Dear Andy, I'm glad you have been satisfied with the communication and the performance of your investment over the past year. Thank you for taking the time to leave such nice feedback about your good experience with us - Baz @ Quilter Cheviot

Rated 4 out of 5 stars

To have trust in the advice.

My pension and savings are making money, so I'm more than happy.

5 November 2025
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Reply from Quilter Cheviot

Hi John, very glad to hear that and thank you for taking the time to leave feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Most helpful company to deal with

Giving feed back and regular updates on your investment

3 November 2025
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Reply from Quilter Cheviot

Hi Chris, I'm happy to hear that you are satisfied with the support and updates regarding your investment. Thank you for your positive feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Quilter Cheviot

Quilter Cheviot, and particularly Sam Ogg, have provided a prompt, professional and efficient service on a range of issues over the last 24 months or so.

I receive regular written reports on my accounts and have regular meetings with Sam to discuss any changes or updates that either he or I feel would be beneficial.

Sam carefully reviews my circumstances and my requirements. His advice has been precise and specific to my needs.

I can, without hesitation, highly recommend Quilter Cheviot and Sam.

29 October 2025
Unprompted review
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Reply from Quilter Cheviot

Dear Keith, I'm happy to hear that you've received prompt, professional, and efficient service and that the reports and meetings are beneficial. It's great to know the advice given has been precise and specific to your requirements. Thank you for recommending us! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Good advice at a reasonable price.

I receive good, clear advice at a reasonable cost and am on track with my financial goals.

28 October 2025
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Reply from Quilter Cheviot

Hi Tim, I'm happy to hear that you are receiving valuable advice at a reasonable cost and progressing toward your financial goals. Thank you for your feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Respectful and reliable advisors

Our advisors have always communicated clearly and explained financial matters with patience and understanding. I feel confident in our investment plan and very happy with its growth.

27 October 2025
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Reply from Quilter Cheviot

Dear Karen, I'm happy to hear that you've been satisfied with the communication, making you feel confident about your investment plan and its growth. Thank you for your positive feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

No pressure good advice

No pressure good advice

27 October 2025
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Reply from Quilter Cheviot

HI Bernadette, I'm glad you are happy with the advice you receive, thank you for taking the time to leave feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Above and Beyondto Quilter Cheviot via…

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 advice and we are more than satisfied with both the product and more importantly our Advisor and his support team ..always approachable, caring and totally professional

27 October 2025
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Reply from Quilter Cheviot

Dear Lesley, I'm happy to hear that you're satisfied with our guidance and advice over the last two years. It's great to know that you find our team approachable, caring, and professional. Thank you for your positive feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

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.

17 October 2025
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Reply from Quilter Cheviot

Hi Andy, we appreciate your kind words! I'm happy to hear that our people's professionalism, helpfulness, and communication meet your needs. It means a lot that you feel secure with our advice as we navigate these challenging times together. Thank you for taking the time to leave such a great review! - Baz @ Quilter Cheviot

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.

2 September 2025
Unprompted review
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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

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.

15 October 2025
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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

My personal advisor is professional

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

14 October 2025
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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

Good communication

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

13 October 2025
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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

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.

12 October 2025
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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.

11 October 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

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