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FirstGold Information Revealed

Quilter Financial Planning Spreads, leverage, minimum deposit Revealed

WikiFX | 2024-10-24 18:41

Abstract: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 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

Related broker

No Regulation
Quilter Financial Planning
Company name:Quilter Financial Planning
Score
1.62
Website:http://www.intrinsicfs.com/
5-10 years | Suspicious Regulatory License | High potential risk |
Score
1.62

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