Quilter Financial Planning - our trusted partner
Over the years, Quilter have provided our business with tremendous support. This has resulted in saving us time and effort which in turn we have used to devote to our clients. Quilter are also a source of great expertise and knowledge, which keeps our advice up to date meaning we can add real value and to our client’s plans and give them the peace of mind and clarity that they need.
Quilter have continually invested in their people and technology and provide a market leading platform. The Quilter Platform is a multi-award winning, financially strong proposition, which makes it an ideal home for our client’s investments, savings and pensions.
As a business, we feel valued by Quilter and that they know what our clients need. As a result, we feel this is the right home for our Practice.
- We’re proud to deliver financial strength and stability for our customers. Quilter plc is listed on both the London Stock Exchange, and the Johannesburg stock exchange. Over half a million customers across our group trust us with £113.8bn of their money, as at 30 June 2024.
- Fitch, a leading provider of credit ratings, rates Quilter A- as of 19 June 2024, meaning it considers us to have ‘high credit quality’ and thinks our ability to pay our financial commitments is strong.
- Financial experts also look at a company’s solvency ratio to assess the strength of its financial resources. Quilter’s Solvency II ratio was 268% as at 30 June 2024. Find out more about Quilter here:
Ratings and Awards
Quilter have been recognised for their service.
- FT Financial Adviser Service Awards 2024 – Five Stars (Platform, Pension, Investments)
- Defaqto – Gold Service (Platform, Pension, Investment Bond)
- Investment Life & Pensions Moneyfacts Awards 2024 – Best Online Service
Their products are rated highly by experts.
- Defaqto – 5 Star rating (Platform, Personal Pension, Drawdown and Onshore Bond)
- Defaqto – 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
- Money Marketing Awards 2024 – Best Retirement Provider
Quilters Platform Is Exceptional
- Money Marketing Awards 2024 – Best Platform
- Schroders UK Platform Awards 2024 – Platform of the Year
- Investment Life & Pensions Moneyfacts Awards 2024 – Best Wrap/Platform
- Professional Paraplanner Awards 2024 – Best Platform
Quilter- Wealth Select
Our financial needs and attitudes change as we go through life’s seasons. Whether it’s helping the kids get on in life, taking that dream holiday or retiring active and happy – your investments should grow with you.
WealthSelect is an innovative, actively managed discretionary investment solution where you and your financial adviser choose the portfolio that best meets your investment needs and attitude to risk. Find out more about Wealth Select here.
Quilters personalised service gives you:
- The right balance between portfolio performance and the risk level that’s best for you, from 3 (low) to 10 (high).
- The flexibility to choose between WealthSelect Managed, Responsible, and Sustainable portfolios, so that your environmental and social preferences are at the heart of your portfolio’s strategy.
- An investment strategy that allows you to select active, blend, or passive investment management of your portfolio, helping you get the best value from our investment expertise.
Understanding WealthSelect
WealthSelect provides a safe pair of hands for your investments, a portfolio that meets your personal needs, and timely and transparent communication.
Since 2014, we’ve helped more than 91,000* investors and their families achieve their financial goals by harnessing the skills of our investment experts.
*as at 31 December 2023
Find out more about Multi-asset Portfolios here.
Cirilium Portfolios
Since its launch in 2008, Quilter have evolved Cirilium to include a choice of 15 expertly-managed portfolios to meet different investors’ needs.
Their dedicated portfolio managers are supported by a well-resourced team with a depth and breadth of investment experience. They follow a robust and considered approach, partnering with some of the most successful investment managers from around the world, to build portfolios designed to grow your wealth. Find out more about Cirilium Funds here.
Meet Quilters expert portfolio managers
