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Three simple steps to get you started

Discover more about our onboarding process and what to expect when you invest with or take financial advice from Quilter Cheviot.

Step one – An initial consultation

We will conduct an initial meeting to understand more about you.

  • We will ask about your circumstances and current financial plans. Here we aim to understand your lifestyle, finances, and family situation. 
  • Next, we'll ask you about your lifestyle aspirations and goals. Here we want to build a picture of what you want to achieve and how to balance your goals with your need for financial security and peace of mind.
  • Finally, you'll discover what to expect from us and how you'll benefit from our investment services.

Step two – Deliver a proposal

With a thorough understanding of your objectives, we will send you a tailored proposal of the investments we think match your attitude to risk and objectives.

  • We will conduct detailed research and explore options to support your financial goals.
  • We'll also explore ways to maximise your existing financial plans and any additional money you wish to invest.
  • Finally, we'll make recommendations in a tailored investment proposal and, where necessary, build on your existing plans to ensure you are on the right path to achieving your goals.

Step three – Get started

If you decide you want to invest with us, our team are on hand to answer any questions you may have and help you through our application forms.

Get your complimentary initial consultation

Take the first step towards your financial future with a complimentary initial consultation to understand if our service is right for you.

Book a consultation

The value of your investments and the income from them can fall and you may not recover what you invested.