Quilter Financial Planning-Some important Details about This Broker

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.

Pros and Cons

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.

Products & Services

For customers:

For advisors:

Account Type

For customers:

For advisors:

Quilter Financial Planning Fees

Trading 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

Deposit and Withdrawal

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