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

New investors

We are new investors and Quilter have made the process so easy. The financial results have been far better than we ever imagined.

6 October 2025
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Reply from Quilter Cheviot

Dear Carl, I'm so pleased to hear our people have helped make the investing process feel so easy. I'm glad you've been satisfied with the results. Thank you for leaving such fantastic feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

The Advisor was very patient

The Advisor was very patient, knowledgable and patient.

6 October 2025
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Reply from Quilter Cheviot

Dear Alison, I'm glad you found the Financial Planner patient and knowledgeable. Thank you very much for taking the time to leave a review - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Our Personal advisor over the years has…

Our Personal advisor over the years has been very
helpful with good advice.

30 September 2025
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Reply from Quilter Cheviot

Hi Roy, I'm glad you have been happy with the advice and support over the years. I really appreciate you taking the time to share your positive experience! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Our advisor has been personable,patient…

Our advisor has been personable,patient and available.

29 September 2025
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Reply from Quilter Cheviot

Dear Linda, I'm happy to hear that our Financial Planner was helpful, patient, and accessible. Thank you for your feedback and for sharing your experience! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

I'd recommend them whole heartedly

This company values it's clients as real people who may experience changes in their life and their needs. They are kind supportive and very responsive and I've always found their advice easy to understand so I can come to the right decisions for myself and my family.

23 September 2025
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Reply from Quilter Cheviot

Dear Priscilla, I really appreciate you sharing your experiences. It's wonderful to hear that our team has been supportive and responsive to your family's needs. I'm glad our advice is easy to understand and has helped you make the right decisions for you and your family.

Thank you for taking the time to leave such wonderful feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

My advisor is always concise and to the…

My advisor is always concise and to the point
Setting out possibilities to me and making sure I understand them

22 September 2025
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Reply from Quilter Cheviot

Dear Frances, it's great to hear you are happy with the advice and the way it is communicated to you. Thank you for taking the time to leave feedback - Baz @ Quilter Cheviot

Rated 3 out of 5 stars

My investment with Quilter .in…

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 down so naturally I am disappointed. If and when it goes back to its original value I will be satisfied. If it goes to more than my investment I will be happy.

22 September 2025
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Reply from Quilter Cheviot

Hello, thank you for sharing your feedback. I’m sorry your investment hasn’t met your expectations so far and I can understand your dissatisfaction.

I know your adviser will already be aware of your circumstances, but I’ve passed your feedback on to them as well, so they can continue to support you and review how best to help you moving forward - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Very professional in their service and…

Very professional in their service and nice people.

15 September 2025
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Reply from Quilter Cheviot

Dear Peter, I appreciate your kind words and I'm glad that you were pleased with our service and people. Thanks! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Everything about the experience was…

Everything about the experience was down to earth

15 September 2025
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Reply from Quilter Cheviot

Hi Don, I'm glad you were satisfied with the overall experience and am grateful to you for leaving feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Contented customer

Detailed analysis of my investments have made my life much easier

15 September 2025
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Reply from Quilter Cheviot

Dear Patrick, I'm happy to hear that our people have helped make your life easier. Thank you for sharing your positive experience with us - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Continued Pension Growth

Since Quilter Have Had My Pension Portfolio They Have Been Able To Provide Very Good Financial Advice. And Continued In These Difficult Time To Keep My Portfolio Growing Despite Paying A Yearly Pension.

8 September 2025
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Reply from Quilter Cheviot

Dear Mrs Needley, I'm so pleased to hear that our financial advice has been beneficial for your pension portfolio, which still experienced growth with the annual pension payments factored in. Thank you for taking the time to leave feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Quilter Cheviot are a th

Quilter Cheviot are a thoroughly professional and highly competent team. Everyone I have dealt with has shown a total understanding and knowledge of their particular specialism and is able to share that in an easy to understand manner.

1 September 2025
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Reply from Quilter Cheviot

Hello Mr Cottam, I'm happy to hear that you found our team professional, competent, and knowledgeable, and that they shared their expertise clearly. Thank you for taking the time to leave feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Outstanding professional advice and…

Outstanding professional advice and support given by David Hartness, Chartered Financial Planner based in the offices in Carlisle along with Jayne Strong. Highly recommended for anybody who is looking for a financial advisor.

1 September 2025
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Reply from Quilter Cheviot

HI Denise, I'm so pleased you've been happy with the advice and support you receive. Thank you so much for the kind review and willingness to recommend! - Baz @ Quilter Cheviot

Rated 4 out of 5 stars

Well-informed targeted advice

Well-informed targeted advice. Communicative company. Pleasant and responsive representative. Overall, a good experience.

28 August 2025
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Reply from Quilter Cheviot

Hello, I'm glad you've been satisfied with the advice and your experience with us! Thank you for taking the time to leave a review - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

Highly recommended!

I would highly recommend Quilter for looking after investments; they have done a great job for me over the years. Their advisors are friendly and approachable; and they make sense of complex financial arrangements. They give sound financial advice with a good understanding of your personal circumstances. I always feel valued.

25 August 2025
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Reply from Quilter Cheviot

Dear Brenda, thank you for the recommendation and the fantastic feedback about our people and the advice you receive! Thank you for taking the time to leave feedback - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

I Quilter Cheviot

I have found Quilter Cheviot extremely easy to deal with, friendly, efficient, well prepared and well informed

20 August 2025
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Reply from Quilter Cheviot

Hi David, I'm happy to hear that you find us easy to deal with, friendly, efficient, well-prepared, and well-informed. Thank you for all the wonderful adjectives and positive feedback! - Baz @ Quilter Cheviot

Rated 5 out of 5 stars

We received excellent service from…

We received excellent service from Quilter Cheviot.

20 August 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear David, I'm glad to hear you have been happy with the service you receive. Thank you for leaving feedback - Baz @ Quilter Cheviot

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