We aim to provide you and your business with readily accessible, clear, concise and objective information that you can rely on to complete your due diligence obligations as recommended in the PFS Good Practice Guide.
Due diligence webinar part 2, 3 July
Wondering where to begin?
If you joined our first webinar but your question wasn’t answered, we will be back with ARC, Defaqto and AKG for round two on Friday 3 July at 2pm.
Independent, objective information is important to any due diligence process. We are pleased to be recognised by a number of leading third party organisations who provide reporting and reviews on the following aspects of Quilter Cheviot’s discretionary investment service:
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Award-winning Investment Director
Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017
Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017
Winner, Outstanding Achievement – City of London Wealth Management Awards 2016