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 communication and sound…

Excellent communication and sound professional advice.

18 July 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 2 out of 5 stars

Poor value for money

Not a great deal of contact from the company. Little proactive engagement and poor value for money.

17 July 2025
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Reply from Quilter Cheviot

Dear Charles, thank you for taking the time to feed back on your experience. One of our London regional office team is getting in touch to discuss your concerns with you directly. - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Everything professionally carried out

Everything professionally carried out, and all from our own home!

17 July 2025
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Reply from Quilter Cheviot

Dear Mr Shepherd, 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

Quilter are a delight to deal with

My advisor Robin is always on hand to help and is both friendly and professional.
Quilter updates are very regular and clear and the app is very easy to navigate.

17 July 2025
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Reply from Quilter Cheviot

Dear Jeffrey, thank you for taking the time to leave a review! We are pleased you are happy with the knowledge and communication of our team members - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Quilter Cheviot’s advisers provide…

Quilter Cheviot’s advisers provide clear and helpful advice

17 July 2025
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Reply from Quilter Cheviot

Dear Michael, thank you for the wonderful feedback! I'm glad you are happy with the clarity and quality of the advice you receive - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Great support and advice

Great support and advice

17 July 2025
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Reply from Quilter Cheviot

Dear Myra, thank you for taking the time to leave feedback. I'm glad you are happy with the support and advice you receive - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Very knowledgeable

Very knowledgeable, proactive and reactive to queries. The team are always ready to help and advise. There is a depth of understanding to all of them as to clients needs.

17 July 2025
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Reply from Quilter Cheviot

Dear Mike, thank you for the fantastic feedback, I'm glad you are happy with the support you receive and that we are able to address your financial needs - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Expert financial advice

I was very impressed at the time and consideration Shenil gave to understand my financial situation.
Everything was clearly explained which in my case meant a lot!
I am really pleased I now have someone to turn to whenever I need further advice. I would recommend Quilter Cheviot to friends and family.

24 June 2025
Unprompted review
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Reply from Quilter Cheviot

Dear Debbie, thank you so much for the wonderful feedback! I'm glad you are happy with the clarity of the advice and knowing you can count on our people - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Great Service. Client Focused.

My financial adviser Shanil Patel has taken the time to understand my goals and needs, he has set out a realistic plan to help me achieve this. There was no pressure in signing up to his service, in fact he has taken the time to answer any questions and concerns I have. He has explained the risks involved with investing and that it is a long term commitment and I should not panic when the markets are volitile.

10 September 2024
Unprompted review
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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 communication of our team members - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Performs well and delivers a…

Performs well and delivers a first-class customer service

11 June 2025
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Reply from Quilter Cheviot

Dear Mr Robinson, 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

Financial Report

Easy to understand and always being sent on time with great detail.

9 June 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

Cash neefs

Able to understand my financial needs and has easy access to cash if an unexpected expenditure occurs

5 June 2025
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Reply from Quilter Cheviot

Dear Stuart, 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

Excellent Service and Results

I have been so pleased with both the service and financial results since QC have been handling my investments. The communication from Nigel and Adam is excellent and they are both incredibly prompt when asked for anything. Very pleasant to deal with and I love the QC app, it makes it so easy to check on how my different investment pots are doing.

30 May 2025
Unprompted review
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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 communication of our team members - Alex @ Quilter Cheviot

Rated 5 out of 5 stars
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Reply from Quilter Cheviot

Dear Robin, thank you for taking the time to leave a review! We are pleased you are happy with the knowledge and communication of our team members - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Helpful adviser

4 June 2025
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Reply from Quilter Cheviot

Dear Heather, thank you for taking the time to leave a review! We are pleased you are happy with the knowledge and communication of our team members - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

In this difffercult turbulent world I…

In this difffercult turbulent world I have found Quilter Cheviot to be be constant.
They have looked after my Portfolio for over 10 years. During that time the financial markets have been volatile to say the least.
Under the stewardship of Jonathan McCall and David Lowe the Portfolio has weathered the storm.
Their decision making and communication have been reassuring.

4 June 2025
Unprompted review
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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

Knowledgable and helpful team assisted…

Knowledgable and helpful team assisted in setting up our Trust account with good meeting opportunities and communications.

4 June 2025
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Reply from Quilter Cheviot

Dear Mr Buxton, 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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