Our clients are the best judges.
“We recently conducted a review of our investment requirements. The experienced team at Quilter Cheviot helped us to identify demanding targets for our portfolio, and subsequently to exceed them.”
“We have been impressed by Quilter Cheviot’s skill in both understanding and constructing a portfolio that conforms to our ethical policy, whilst also delivering performance usefully ahead of our agreed benchmark.”
“We have worked with Quilter Cheviot for many years. We trust their integrity and honesty in helping us generate as much income as possible to allow us to meet the demands for educational and welfare support for children associated with our trade, whilst also protecting our capital so we can help future generations.”
“In addition to their technical expertise, the efficient administration and personal attention of Quilter Cheviot keeps us well informed, ensuring that we are able to fulfil our responsibility to the charity.”
“Quilter Cheviot has the best online client information systems I have ever seen, and the directors and staff have all provided excellent advice and service.”
“As a Trustee of Wellington Presbyterian Church I have been impressed with the personal and impartial advice received over the years from Quilter Cheviot Investment Management. I feel that the strategies recommended have been a good match for our financial position and have performed well and would highly recommend the Charity team.”
Come and see us so we can tell you more about how we work with Charities.
Are you a trustee? Or just interested in the charity sector? trustEnews aims to help trustees keep on top of the charity sector.
"This is one of the best newsletters of this kind I have ever seen. Well written and informative on topics of genuine interest. I will certainly share it with my Board."
Fabian French, CEO of UK Community Foundation