Get in touch

Enter your details to be contacted by our investment team.

Phone call

An investment manager will telephone you to find out more about you and your objectives and how Quilter Cheviot can help.

Initial meeting

Our service starts with an initial meeting to understand you and your unique financial needs.

Investment proposal

You will receive a document detailing your tailored portfolio.

Signing up

We will send you application forms to open your account.

Next Steps

Becoming a client with Quilter Cheviot is straightforward – we will guide you every step of the way. Simply complete a contact form and someone from your local office will get in touch with you.

Our services to you

When a client works with us, it is usually for a long time. At Quilter Cheviot we offer a high quality, trusted service, often to multiple generations of the same family.

“I find all of the Birmingham office staff a great bunch of very professional, yet friendly people, all the way through the office. It is clear this very professional service runs through the company, which is refreshing in a corporate-oriented financial services marketplace which can be very sterile. Quilter Cheviot staff take ownership of each client case as though that is their most important client and that is appreciated.”

Keith Batham, Prosperity Wealth Limited

Peace of mind

We ensure that all regulatory rules are complied with and we maintain strict governance procedures to safeguard your money.

Meet the investment management team

Andrew McGlone
Chief Executive Officer
Richard Thorn
Head of Regional Offices
Tim Childe
Head of International & Jersey Office

Subscribe to our Wine Club

Whether you enjoy the occasional glass of Sancerre or you’re looking for a vintage to invest in, it’s worth knowing the expert recommendations.

About the author

Paul Bolt, our wine expert, was recently inducted as a Chevalier de Champagne and actively trades on Livex.