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

Excellent

Friendly and efficient people. Good investment strategies. Easy communication.

5 August 2025
Unprompted review
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Reply from Quilter Cheviot

Dear Dr Kingsman, I am very pleased to see you have been happy with our people, the investment strategies and the way they communicate with you. Thank you for taking the time to leave a review - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Experts at providing financial support and advice for my pension funds.

Sam has helped me grow my pension net worth through his company’s management and experience. I can’t hesitate to recommend them strongly enough.

31 July 2025
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Reply from Quilter Cheviot

Dear Anita, I'm so happy we have been able to help with your pension and really appreciate your strong recommendation; thank you for sharing your positive experience! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Excellent advice and service from a…

Excellent advice and service from a fantastic company. Highly recommended.

31 July 2025
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Reply from Quilter Cheviot

Hi there, I'm so glad you have been happy with the advice and service you receive from our people. Thank you for taking the time to leave a review - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Pensions are a enigma to me

Pensions are a enigma to me, I am in the public sector so it should be simple, but it is not! However, despite this I gleaned more knowledge and options in a 30 minute discussion with Neil than I have had with any other adviser. Thank you.
Thanks also to Laura who got everything set up within 90 minutes of my original contact email. Great Service.

29 July 2025
Unprompted review
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Reply from Quilter Cheviot

Hi Claire, I'm so happy to hear that you gained valuable pension knowledge during your discussion and that we could help take the guesswork out of how to approach your investments. Thank you for your positive feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Quilter pension management experience.

My pension under Quilter has always produced results in excess of expectations. They are helpful, knowledgeable and enthusiastic.

28 July 2025
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Reply from Quilter Cheviot

Dear Frank, it's great to see that the performance has exceeded your expectations and that you are happy with the support and knowledge of our people, as well as they enthusiasm with which it is delivered. Thank you for taking the time to express your feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Helpful professional knowledgeable and…

Helpful professional knowledgeable and performing well.

26 July 2025
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Reply from Quilter Cheviot

Dear Michael, I'm pleased to see you are happy with the performance, as well as the professionalism and knowledge of our people. Thank you for your feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Use Quilter

Easy-to-follow, knowledgeable and human financial advice - what more does anyone need?

26 July 2025
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Reply from Quilter Cheviot

Hello, I'm glad you've been happy with the ease, knowledge and personal aspect of the advice you receive! Really grateful to you, for taking the time to leave such kind words - Baz @ Quilter Cheviot

Rated 4 out of 5 stars

My financial adviser

My financial adviser, Megan
has been particularly helpful and patient and now, whilst she is on maternity leave, Henry is following in her footsteps.

25 July 2025
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Reply from Quilter Cheviot

Dear Jill, I'm glad Henry is helping keeping up the standards that Megan set! Thank you for taking the time to leave such nice feedback - Baz @ Quilter Cheviot

Rated 4 out of 5 stars

Highly recommended

Extremely good financial advice over many years

25 July 2025
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Reply from Quilter Cheviot

Dear Mr Lewis-Jackson, I'm so glad you have been happy with the advice over the years and I thank you for taking the time to leave a review - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

The results speak for themselves!

The results speak for themselves! High quality, professional advice delivered in a very friendly and easy to understand manner. I am delighted with the return on my investment thus far. The app enables me to interrogate all the information l require without reference to anyone. Queries are handled fast and effectively.

24 July 2025
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Reply from Quilter Cheviot

Hi there, I am please you have been happy with the quality of advice, friendliness of our people and clarity of communication. Thank you for taking the time to leave such kind words! - Baz @ Quilter Cheviot

Rated 1 out of 5 stars

Advisor does not respond to phone calls…

Advisor does not respond to phone calls or messages

24 July 2025
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Reply from Quilter Cheviot

Dear Mr North, we are extremely sorry to have fallen short and that it has been necessary for you to give us this feedback (although this is hugely appreciated). I will arrange for our regional director to get in touch with you as soon as possible. - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

The people make the Company!

The people I have dealt with, make this company.

My advisor and his assistants are very approachable.
Deal with my questions, and action my requests
in a timely and professional manner. Thank you

24 July 2025
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Reply from Quilter Cheviot

Dear Richard, we really are only as good as our people and we are lucky to have some of the best! I'm glad you have been happy with the approachability, timeliness and professionalism. Thank you for taking the time to leave such wonderful feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

I’ve received excellent support from my…

I’ve received excellent support from my financial adviser and investment manager. I know my funds are in excellent hands and I know exactly what is going on. A really good business to put your trust in your pensions and investments either.

24 July 2025
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Reply from Quilter Cheviot

Hi Nick, I'm glad you have been happy with the level of support you receive and that you can have peace of mind about your investments. Trust is essential and it's great to know you can place yours in us. Thank you for the stellar feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Excellent service and excellent advice

Excellent service and excellent advice
Highly recommend this company

24 July 2025
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Reply from Quilter Cheviot

Hi Georgina, I am so pleased you are happy with the service and advice you receive! Thanks for taking the time to leave feedback and for the willingness to recommend us! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

My advisor made the whole experience so…

My advisor made the whole experience so easy and relaxed

23 July 2025
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Reply from Quilter Cheviot

Dear Mrs Robson, I am so glad you had an easy and relaxed experience with your adviser, thank you for taking the time to leave feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Satisfied customer

It is our experience over many years, not one event, specifically the service provided by Stuart Griffiths and backed up by Quilter. Keep up the good work.

21 July 2025
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Reply from Quilter Cheviot

Dear Stephen, Very glad to hear you are satisfied and I assure you, we will continue to do what we can to maintain our standards and even improve where we can! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

QC give a very professional service

QC give a very professional service, providing regular updates on financial performance. They have a very useful on line portal which gives up to date information on investments.

19 July 2025
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Reply from Quilter Cheviot

Dear Nick, 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

Always spot on

Extremely personalised input

18 July 2025
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Reply from Quilter Cheviot

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

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