At Quilter Cheviot, we understand the serious implications of breaching personal independence rules within Big Four firms.
That’s why we have developed investment solutions that align with firm-specific compliance requirements, helping your clients grow and protect their wealth without compromising their personal independence position.
Our specialist team is available across our regional network of offices, ready to assist. We can arrange an initial call to explore how we can support your clients.
Our compliant investment solutions are for:
Partners
Ensuring investments remain compliant and aligned with personal objectives.
Senior employees
Preparing for partnership with compliant, growth-focused portfolios.
Immediate family members (IFMs)
Safeguarding their financial journeys within independence rules.
Working with Quilter Cheviot
With over 25 years of experience working with Financial Advisers, Quilter Cheviot understands the importance of building strong relationships and truly understanding your clients’ financial aspirations. Trusted by partners of the Big Four firms and their advisers, we manage substantial assets in a compliant and personalised manner.
We can offer:
- A diverse range of solutions to meet your clients’ needs.
- A robust investment process and well-resourced research team.
- A dedicated business development team to support your growth.
Our specialist team is available across our regional network of offices, ready to assist.
We can arrange an initial call to explore how we can support your clients. Our national team of business development managers ensures you have a single, reliable point of contact, delivering quality service to you and your clients.