INVESTOR TYPE Online Portfolio
Contact Offices

Due to system upgrades, our website and app will not be available for a 6 hour period between 08:00 and 22:30 GMT on 11 November.

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Becoming a client

1

Get in touch

Enter your details to be contacted by our investment team.

2

Phone call

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

3

Initial meeting

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

4

Investment proposal

You will receive a document detailing your tailored portfolio.

5

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. 

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"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

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.

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Fees & Charges

From your first meeting with your investment manager to the ongoing investment fees and charges, we will always keep you informed about any charges relating to your investments. 

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Peace of mind

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

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About the author

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