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Advice & Dealing Service

Quilter Cheviot offers a tailor-made dealing facility that covers international equities, fixed interest securities and collective investments such as unit trusts.

If you prefer to be more ‘hands on’, with your investment decisions, we can offer you considerable support through our Advice and Dealing Service.

What does the Advice & Dealing Service offer?

  • A dedicated investment manager who can offer advice, discuss individual investment ideas and general market overviews.
  • Access to research on UK and international markets, economies, and currencies.
  • The services of our highly effective stockbroking team.


We provide a simple, commission-only approach to trading if you prefer to make your own investment decisions and want to be involved in the day-to-day management of your investment portfolio.

As part of the service, you will have access to a dedicated investment manager who can discuss individual investment ideas alongside more general market overviews with no additional management fees.


Our in-house, 22-strong research team conduct thorough market coverage analyses on the UK and international markets, economies and currencies, as well as meeting with companies and third-party researchers.

This is combined with the skills and knowledge of our stockbroking team to provide a comprehensive, personal service to you.


Quilter Cheviot offers an unbiased opinion so you can choose the most suitable investments from across the globe. giving you the freedom to manage your portfolio as you see fit, and transactions will only take place with explicit instructions from you.

Would you like to speak to one of our experts?

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

Contact us