Quilter Financial Planning-Some important Details about This Broker
摘要：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 | |
| Founded | 2017 |
| Registered Country/Region | United Kingdom |
| Regulation | FCA (Exceeded) |
| Products & Services | Customers: 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 Platform | The Quilter app, the Quilter Investment Platform |
| Min Deposit | £99 |
| Customer Support | Facebook, X, instagram, linkedin |
| Email: QFPComplaints@quilter.com | |
| Phone: 0207 562 5800 | |
| Regional Restrictions | Only 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.
Pros and Cons
| Pros | Cons |
| Various contact channels | No 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.
Products & Services
For customers:
| Products & Services |
| Pensions |
| ISA and junior ISA |
| Collective investment account |
| Investment bond |
| Family linking |
| Cash savings accounts |
For advisors:
| Products & Services |
| ISA and Junior ISA |
| Collective Investment Account |
| Onshore bond |
| Cash savings accounts |
Account Type
For customers:
| Account Type | Min Deposit |
| The Collective Retirement Account | £99 |
| ISA | £99 |
| Collective Investment Account | £99 |
| Collective Investment Bond | £99 |
For advisors:
| Account Type | Min 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 Invested | Charge |
| First £50,000 | 0.35% |
| £50,000 to £250,000 | 0.25% |
| £250,000 to £750,000 | 0.20% |
| £750,000 + | 0.15% |
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 Platform | Supported | Available Devices |
| The Quilter app | ✔ | Mobile |
| The Quilter Investment Platform | ✔ | PC, laptop, tablet |
Deposit and Withdrawal
The broker accepts payments done via debit cards. No minimum withdrawal amount defined and no fees specified.
天眼交易商
热点资讯
黄金价格预测：持平于 2,600 美元上方，市场等待新的催化剂
WikiFX澳储行会议纪要前，澳元/美元持稳于 0.6250 附近
WikiFX风险预警！以下平台监管信息发生重大变动
WikiFX美联储会如何在充分就业和价格稳定之间实现平衡？
WikiFX欧央行管理委员会成员武契奇：明年欧央行将持续降息
WikiFX英镑/美元在1.2570区域附近盘整；上行潜力似乎有限
WikiFX日元多头仍在观望；对美元似乎脆弱
WikiFX美元需求加大，美元/印度卢比震荡走高
WikiFX外汇刺客，爆仓兄弟团，XPT与XPD一击毙命
WikiFX美国证券交易委员会委员赫斯特-皮尔斯揭秘新政下的以太坊质押堆栈
WikiFX汇率计算
