Quilter Cheviot Reviews 

899
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Looking at 154 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and ability to explain complex financial matters in an understandable way. Many people highlight the excellent service, noting its efficiency, responsiveness, and the personalized attention they receive, making them feel valued and secure. Reviewers are particularly impressed with the sound financial advice provided, which often leads to portfolio growth and a strong sense of trust in the company's management. However, some people mentioned experiencing significant issues with service, particularly with simple pension fund withdrawals.

What people talk about most

Staff

Customers had positive experiences with staff, consistently describing them as professional, helpful, and... See more

Service

Users describe positive interactions with service, consistently reporting excellent, reliable, and efficient... See more

Customer service

Reviewers highlight positive aspects of customer service, consistently praising the exemplary care and... See more

Value for money

Reviewers consistently express satisfaction with the value for money received, highlighting the valuable... See more

User experience

Customers consistently note positive experiences with the user experience, finding it very helpful and... 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

I was referred to Helen Russell (Investment Director) by a friendwe started talking in April 2024 and I have not been dissappointed. Both she and David Hartness (Financial Advisor) have been great... 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

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


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

899 reviews

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4.7

All reviews

(899)

126 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Very prompt and friendly service

Very prompt and friendly service. Understands our needs well

May 29, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Stephen, 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

Absolutely fantastic

Absolutely fantastic.

Initially was referred by a colleague whose opinion I respect. QC lived up to and then exceeded the recommendation.

My initial investment dealings were with Ben Murray in Belfast branch - excellent service, fantastic knowledge. As a result I engaged QC for further work - this time SIPP/commercial property with Zara Davis, incredibly helpful, professional and goes above and beyond to make things easier for you.

I'll now be recommending everyone to QC myself.

May 29, 2025
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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 service of our team members - Alex @ Quilter Cheviot

Rated 4 out of 5 stars

Discretionary Fund Manager

Our Discretionary Fund Manager is always available and provides regular and clear updates.

May 29, 2025
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Reply from Quilter Cheviot

Dear Mr Howard, 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

It wasn't too long

It wasn't too long - but to review a review is a bit OTT!

May 29, 2025
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Reply from Quilter Cheviot

Thank you for taking the time to leave a review! - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

Nothing To add

No comments

May 29, 2025
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Reply from Quilter Cheviot

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

Rated 4 out of 5 stars

Quilters have a very strong reputation

Quilters have a very strong reputation. I don’t honestly have much personal contact cut always professional and helpful.

May 29, 2025
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Reply from Quilter Cheviot

Dear Mrs Goodwin, 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

Precise and clear valuations

Precise and clear valuations, well laid out showing breakdown of funding and current values.

May 29, 2025
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Reply from Quilter Cheviot

Dear Mrs Gabbatiss, 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

could have more face to face and…

could have more face to face and telephone conversations to keep me informed and up to date

May 29, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

Dear Duncan, thank you for taking the time to leave a review! We have passed your feedback on to the relevant team. - Alex @ Quilter Cheviot

Rated 5 out of 5 stars

James / Williams

We were treated respectfully. Everything was explained clearly with many opportunity to ask for clarification or questions . The staff were extremely helpful and consequent information provided has been useful

May 29, 2025
Quilter Cheviot logo

Reply from Quilter Cheviot

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

Rated 4 out of 5 stars

Company has a very good employee base

Company has a very good employee base. Not all strictly business but take the time to get to know details of your family, hobbies and become a friend you can rely on

May 29, 2025
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Reply from Quilter Cheviot

Dear Peter, 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

clear & concise

It was clear & concise. Not too much detail where some would be irrelevant to me

May 29, 2025
Quilter Cheviot logo

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

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