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Quilter is a leading UK Wealth Management provider. The current structure commenced in 2018 and the business was formerly known as Old Mutual Wealth Management Ltd. Quilter manages the investments and pensions of around 500,000 clients with assets under management of £102bn. However, being a client of Quilter limits the pension and investment product range that can be recommended as it is restricted to Quilter products only.

In Quilter’s own words they “strive to help create prosperity through providing long-term advice-based relationships”. Quilter charge an annual fee to clients for this service, which is based on a percentage of the value of their funds. In order to provide the service promised they must conduct a full review of personal and financial circumstances with each client annually. This is done to ensure the products they hold are still suitable. If this does not happen every year then we believe the fee charged should be refunded.

Contact us if you have not had a face-to-face review every year over the last 10 years

What’s the next step?

If you would like more information about Ongoing Advice Fees, or to simply talk through your situation, call our friendly team of experts on 01204 565331 or email Alternatively, you can request a call back below and we’ll get back to you straight away.

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