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Quilter Financial Planning -

Score

3.25 /10
Danger

Quilter Financial Planning

United Kingdom

5-10 years

Regulated in United Kingdom

Investment Advisory License

Suspicious Scope of Business

Suspicious Overrun

Medium potential risk

https://www.quilterfinancialplanning.co.uk

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Score

Regulatory Index2.78

Business Index7.59

Risk Management Index0.00

Software Index4.00

License Index2.78

Time Machine
Website

Licenses

VPS Standard
No restriction on the broker account. Support service provided by WikiFX

Single Core

1G

40G

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Broker Information

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Company Name

Quilter Financial Planning

Company Abbreviation

Quilter Financial Planning

Platform registered country and region

United Kingdom

Company website

Linkedin

Company summary

Pyramid scheme complaint

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Warning: Low score, please stay away! 2
Previous Detection : 2024-12-24
  • This broker exceeds the business scope regulated by United Kingdom FCA(license number: 440718)Investment Advisory Licence Non-Forex License. Please be aware of the risk!
  • This broker exceeds the business scope regulated by United Kingdom FCA(license number: 440703)Investment Advisory Licence Non-Forex License. Please be aware of the risk!

WikiFX Verification

Data Source WikiFX Data provide
Updated: 2024-12-24
Quilter Financial Planning · Company summary
Quilter Financial PlanningReview Summary
Founded2017
Registered Country/RegionUnited Kingdom
RegulationFCA (Exceeded)
Products & ServicesCustomers: pensions, ISA and junior ISA, collective investment account, investment bond, family linking, cash savings accounts
Advisors: pensions, ISA and junior ISA, collective investment account, onshore bond, cash savings accounts
Demo Account❌
Trading PlatformThe Quilter app, the Quilter Investment Platform
Min Deposit£99
Customer SupportFacebook, X, instagram, linkedin
Email: QFPComplaints@quilter.com
Phone: 0207 562 5800
Regional RestrictionsOnly clients from the United Kingdom, Singapore and Ireland are allowed

Quilter Financial Planning Information

Based in the United Kingdom, Quilter Financial Planning offers a range of services and products for both customers and advisers. However, Quilter Financial Planning currently operates without valid regulation from the FCA in the United Kingdom.

Quilter Financial Planning's homepage

Pros and Cons

Pros Cons
Various contact channelsNo demo accounts
Various financial products and services

Is Quilter Financial Planning Legit?

No. Quilter Financial Planning exceeds the business scope regulated by United Kingdom FCA. Therefore, it currently has no valid regulation, which means that there is no government or financial authority oversighting their operations.

Exceeded FCA license
Domain information

Products & Services

For customers:

Products & Services
Pensions
ISA and junior ISA
Collective investment account
Investment bond
Family linking
Cash savings accounts
Products & Services

For advisors:

Products & Services
ISA and Junior ISA
Collective Investment Account
Onshore bond
Cash savings accounts
Products & Services

Account Type

For customers:

Account TypeMin Deposit
The Collective Retirement Account£99
ISA£99
Collective Investment Account£99
Collective Investment Bond£99

For advisors:

Account TypeMin Deposit
The Collective Retirement Account/
ISA£99
Collective Investment Account£99
Collective Investment Bond£10,000
Cash Saving Accounts £1,000

Quilter Financial Planning Fees

Trading Fees

Total Amount InvestedCharge
First £50,0000.35%
£50,000 to £250,0000.25%
£250,000 to £750,0000.20%
£750,000 +0.15%
Quilter Financial Planning Fees

Non-Trading Fees

There is no Product/Service Charge applied to any money held in cash in the Collective Investment Account, ISA, JISA or Collective Retirement Account. Customers will not be charged directly for opening savings accounts on the CashHub. The charge for the CashHub is taken as a share of the interest.

Trading Platform

Trading PlatformSupported Available Devices
The Quilter app✔Mobile
The Quilter Investment Platform✔PC, laptop, tablet
Trading Platform

Deposit and Withdrawal

The broker accepts payments done via debit cards. No minimum withdrawal amount defined and no fees specified.

Deposit and Withdrawal

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User comment

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Comments

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dian @
more than one year
No he comenzado oficialmente a operar con Quilter Financial Planning, pero siento que su personal de servicio al cliente no es muy profesional. También vi mala información en wikifx, tal vez no debería invertir.
No he comenzado oficialmente a operar con Quilter Financial Planning, pero siento que su personal de servicio al cliente no es muy profesional. También vi mala información en wikifx, tal vez no debería invertir.
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2022-11-28 10:28
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